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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $272 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,894 | $60,989+85.1% | $60,906+85.4% | $66,938+68.7% |
| Participation rate | 99.3% | 74.5%+24.8pp | 73.1%+26.2pp | 69.8%+29.5pp |
| Annual return | -12.72% | -9.60%-3.1pp | 16.94%-29.7pp | 1.58%-14.3pp |
| Employer contribution / active EE | $3,532 | $2,661+32.8% | $2,703+30.7% | $2,545+38.8% |
| Participant deferral / active EE | $4,890 | $3,615+35.3% | $3,814+28.2% | $4,238+15.4% |
| Admin fee / account holder | $1 | $338-99.7% | $3,227-100.0% | $594-99.8% |