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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $150 |
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 | $60,140 | $65,072-7.6% | $66,439-9.5% | $65,306-7.9% |
| Participation rate | 96.3% | 69.1%+27.3pp | 74.5%+21.8pp | 57.7%+38.7pp |
| Annual return | 10.87% | 21.50%-10.6pp | 757.66%-746.8pp | 21.94%-11.1pp |
| Employer contribution / active EE | $4,077 | $2,475+64.7% | $2,637+54.6% | $1,967+107.2% |
| Participant deferral / active EE | $3,303 | $3,234+2.1% | $3,876-14.8% | $2,959+11.6% |
| Admin fee / account holder | $1 | $1,323-99.9% | $6,173-100.0% | $3,480-100.0% |