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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,906 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $2,868 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,279 | $49,255+95.5% | $70,494+36.6% | $79,856+20.6% |
| Participation rate | 72.2% | 69.2%+3.0pp | 75.1%-2.9pp | 69.6%+2.5pp |
| Annual return | 16.13% | 30.10%-14.0pp | 109.16%-93.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,206 | $2,100+5.0% | $2,738-19.5% | $2,471-10.8% |
| Participant deferral / active EE | $6,164 | $2,768+122.7% | $3,711+66.1% | $3,741+64.8% |
| Admin fee / account holder | $38 | $2,879-98.7% | $3,848-99.0% | $5,306-99.3% |