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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $68,669 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,224 | $65,084+132.4% | $67,681+123.4% | $64,340+135.0% |
| Participation rate | 97.9% | 66.7%+31.2pp | 73.7%+24.2pp | 55.2%+42.7pp |
| Annual return | 12.99% | 20.50%-7.5pp | 590.58%-577.6pp | 24.14%-11.1pp |
| Employer contribution / active EE | $4,585 | $2,398+91.2% | $2,678+71.2% | $1,862+146.3% |
| Participant deferral / active EE | $5,490 | $3,210+71.0% | $3,976+38.1% | $2,980+84.2% |
| Admin fee / account holder | $240 | $1,415-83.0% | $6,100-96.1% | $3,703-93.5% |