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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,278 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,375 | $69,774-13.5% | $67,561-10.6% | $74,429-18.9% |
| Participation rate | 93.6% | 71.4%+22.2pp | 72.9%+20.7pp | 67.2%+26.4pp |
| Annual return | 12.99% | -40.53%+53.5pp | 3525.44%-3512.5pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $1,912 | $2,710-29.5% | $2,735-30.1% | $2,625-27.2% |
| Participant deferral / active EE | $2,830 | $3,636-22.2% | $4,003-29.3% | $4,348-34.9% |
| Admin fee / account holder | $8 | $890-99.1% | $4,006-99.8% | $1,944-99.6% |