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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $64 |
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 | $68,120 | $55,002+23.8% | $59,899+13.7% | $56,289+21.0% |
| Participation rate | 97.3% | 75.9%+21.4pp | 74.7%+22.6pp | 69.9%+27.4pp |
| Annual return | -3.65% | 1.13%-4.8pp | 3.46%-7.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $7,231 | $2,448+195.4% | $2,723+165.6% | $2,111+242.5% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |