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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,047 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,729 | $94,833-41.2% | $75,714-26.4% | $86,821-35.8% |
| Participation rate | 84.8% | 79.1%+5.7pp | 74.8%+10.0pp | 72.3%+12.6pp |
| Annual return | 12.35% | 16.91%-4.6pp | 104.62%-92.3pp | 97.94%-85.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,744-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,450 | $3,632-60.1% | $3,820-62.0% | $4,132-64.9% |
| Admin fee / account holder | $5 | $109-95.0% | $3,619-99.9% | $170-96.8% |