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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,721 |
Service code 28 · EIN 20-8532658 | Investment Management | $5,575 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,745 | $84,948-2.6% | $70,494+17.4% | $73,412+12.7% |
| Participation rate | 77.9% | 79.9%-2.0pp | 75.1%+2.9pp | 72.2%+5.7pp |
| Annual return | 12.70% | 13.39%-0.7pp | 109.16%-96.5pp | 59.30%-46.6pp |
| Employer contribution / active EE | $1,802 | $2,834-36.4% | $2,738-34.2% | $2,234-19.3% |
| Participant deferral / active EE | $3,393 | $3,387+0.2% | $3,711-8.6% | $3,806-10.9% |
| Admin fee / account holder | $66 | $98-32.3% | $3,848-98.3% | $158-57.9% |