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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 | $101,591+38.1% | $147,096-4.6% | $74,429+88.5% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.2%+10.7pp | 67.2%+25.7pp |
| Annual return | 10.54% | 8746.45%-8735.9pp | 419.75%-409.2pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $7,062 | $3,813+85.2% | $4,936+43.1% | $2,625+169.0% |
| Participant deferral / active EE | $7,309 | $7,302+0.1% | $8,071-9.4% | $4,348+68.1% |
| Admin fee / account holder | $117 | $1,750-93.3% | $13,005-99.1% | $1,944-94.0% |