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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $36,409 |
Service code 28 · EIN 04-3638035 | Investment Management | $28,500 |
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 | $133,303 | $84,482+57.8% | $125,363+6.3% | $66,930+99.2% |
| Participation rate | 95.0% | 76.4%+18.6pp | 82.4%+12.7pp | 69.8%+25.2pp |
| Annual return | -10.53% | -8.49%-2.0pp | 572.15%-582.7pp | 1.57%-12.1pp |
| Employer contribution / active EE | $6,424 | $3,553+80.8% | $4,815+33.4% | $2,545+152.4% |
| Participant deferral / active EE | $6,668 | $6,782-1.7% | $7,447-10.5% | $4,238+57.3% |
| Admin fee / account holder | $114 | $685-83.3% | $10,005-98.9% | $593-80.7% |