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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $21,167 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,079 | $84,493-19.4% | $125,381-45.7% | $66,938+1.7% |
| Participation rate | 95.1% | 76.4%+18.7pp | 82.4%+12.7pp | 69.8%+25.3pp |
| Annual return | -12.79% | -8.49%-4.3pp | 572.31%-585.1pp | 1.58%-14.4pp |
| Employer contribution / active EE | $4,023 | $3,554+13.2% | $4,815-16.4% | $2,545+58.1% |
| Participant deferral / active EE | $2,442 | $6,783-64.0% | $7,448-67.2% | $4,238-42.4% |
| Admin fee / account holder | $60 | $685-91.2% | $10,007-99.4% | $594-89.9% |