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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $8,600 |
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 | $62,143 | $45,050+37.9% | $63,018-1.4% | $70,126-11.4% |
| Participation rate | 96.9% | 69.5%+27.4pp | 74.8%+22.1pp | 69.5%+27.3pp |
| Annual return | 11.82% | 18.76%-6.9pp | 87.62%-75.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $2,979 | $2,052+45.2% | $2,761+7.9% | $2,343+27.2% |
| Participant deferral / active EE | $4,298 | $2,466+74.3% | $3,330+29.1% | $3,332+29.0% |
| Admin fee / account holder | $40 | $2,834-98.6% | $3,601-98.9% | $4,645-99.1% |