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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $25,084 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $79,717 | $91,439-12.8% | $135,974-41.4% | $71,511+11.5% |
| Participation rate | 94.5% | 75.7%+18.9pp | 81.9%+12.6pp | 67.9%+26.6pp |
| Annual return | 15.68% | 29.90%-14.2pp | 68.30%-52.6pp | 28.86%-13.2pp |
| Employer contribution / active EE | $3,553 | $3,705-4.1% | $4,859-26.9% | $2,589+37.2% |
| Participant deferral / active EE | $2,708 | $7,093-61.8% | $7,760-65.1% | $4,291-36.9% |
| Admin fee / account holder | $73 | $1,267-94.2% | $10,767-99.3% | $1,588-95.4% |