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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $48,523 |
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 | $29,649 | $34,495-14.0% | $78,676-62.3% | $63,975-53.7% |
| Participation rate | 75.5% | 60.8%+14.7pp | 73.6%+2.0pp | 71.1%+4.4pp |
| Annual return | 7.00% | 11.62%-4.6pp | 62.19%-55.2pp | 48.65%-41.7pp |
| Employer contribution / active EE | $1,252 | $1,398-10.5% | $2,850-56.1% | $2,182-42.6% |
| Participant deferral / active EE | $916 | $2,100-56.4% | $3,517-73.9% | $3,356-72.7% |
| Admin fee / account holder | $31 | $68-54.1% | $4,510-99.3% | $70-55.7% |