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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,003 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,740 | $65,582-16.5% | $64,097-14.6% | $71,529-23.5% |
| Participation rate | 92.9% | 73.2%+19.7pp | 72.3%+20.6pp | 67.9%+25.0pp |
| Annual return | 16.98% | 18.96%-2.0pp | 33.75%-16.8pp | 28.97%-12.0pp |
| Employer contribution / active EE | $1,880 | $2,671-29.6% | $2,750-31.6% | $2,590-27.4% |
| Participant deferral / active EE | $2,836 | $3,628-21.8% | $3,881-26.9% | $4,291-33.9% |
| Admin fee / account holder | $16 | $616-97.4% | $3,070-99.5% | $1,588-99.0% |