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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $487 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,502 | $57,976-7.7% | $63,018-15.1% | $62,293-14.1% |
| Participation rate | 99.1% | 75.9%+23.1pp | 74.8%+24.3pp | 69.5%+29.6pp |
| Annual return | 10.18% | 17.54%-7.4pp | 87.62%-77.4pp | 28.90%-18.7pp |
| Employer contribution / active EE | $2,874 | $2,415+19.0% | $2,761+4.1% | $2,042+40.7% |
| Participant deferral / active EE | $3,819 | $2,956+29.2% | $3,330+14.7% | $3,169+20.5% |
| Admin fee / account holder | $6 | $276-97.7% | $3,601-99.8% | $479-98.7% |