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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 | $64,705+133.7% | $62,929+140.3% | $67,986+122.4% |
| Participation rate | 97.9% | 65.6%+32.4pp | 73.1%+24.8pp | 57.2%+40.7pp |
| Annual return | 12.99% | 20.31%-7.3pp | 1063.93%-1050.9pp | 31.67%-18.7pp |
| Employer contribution / active EE | $4,585 | $2,376+93.0% | $2,505+83.1% | $2,019+127.1% |
| Participant deferral / active EE | $5,490 | $3,198+71.7% | $3,888+41.2% | $3,358+63.5% |
| Admin fee / account holder | $240 | $1,428-83.2% | $5,065-95.3% | $3,203-92.5% |