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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $25 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,507 | $82,674+129.2% | $125,381+51.1% | $68,486+176.7% |
| Participation rate | 92.2% | 75.1%+17.1pp | 82.4%+9.8pp | 67.9%+24.3pp |
| Annual return | -14.10% | -5.97%-8.1pp | 572.31%-586.4pp | -7.85%-6.2pp |
| Employer contribution / active EE | $11,328 | $3,382+235.0% | $4,815+135.3% | $2,597+336.3% |
| Participant deferral / active EE | $9,791 | $6,111+60.2% | $7,448+31.5% | $4,028+143.1% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |