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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,469 |
Service code 28 · EIN 04-3638035 | Investment Management | $27,127 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $140,316 | $101,672+38.0% | $147,117-4.6% | $74,478+88.4% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.2%+10.7pp | 67.2%+25.7pp |
| Annual return | 10.54% | 8757.83%-8747.3pp | 420.54%-410.0pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $7,062 | $3,813+85.2% | $4,932+43.2% | $2,626+168.9% |
| Participant deferral / active EE | $7,309 | $7,305+0.1% | $8,065-9.4% | $4,350+68.0% |
| Admin fee / account holder | $117 | $1,753-93.3% | $12,993-99.1% | $1,946-94.0% |