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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,219 | $69,774+73.7% | $67,561+79.4% | $74,429+62.9% |
| Participation rate | 99.3% | 71.4%+27.9pp | 72.9%+26.4pp | 67.2%+32.1pp |
| Annual return | 13.09% | -40.53%+53.6pp | 3525.44%-3512.4pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $4,024 | $2,710+48.5% | $2,735+47.2% | $2,625+53.3% |
| Participant deferral / active EE | $6,000 | $3,636+65.0% | $4,003+49.9% | $4,348+38.0% |
| Admin fee / account holder | $1 | $890-99.8% | $4,006-100.0% | $1,944-99.9% |