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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 | $65,072+132.4% | $66,439+127.6% | $65,306+131.6% |
| Participation rate | 97.9% | 69.1%+28.9pp | 74.5%+23.5pp | 57.7%+40.3pp |
| Annual return | 12.99% | 21.50%-8.5pp | 757.66%-744.7pp | 21.94%-8.9pp |
| Employer contribution / active EE | $4,585 | $2,475+85.2% | $2,637+73.9% | $1,967+133.0% |
| Participant deferral / active EE | $5,490 | $3,234+69.7% | $3,876+41.6% | $2,959+85.5% |
| Admin fee / account holder | $240 | $1,323-81.9% | $6,173-96.1% | $3,480-93.1% |