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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $950 |
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 | $54,260 | $55,002-1.3% | $59,887-9.4% | $56,287-3.6% |
| Participation rate | 98.3% | 75.9%+22.4pp | 74.7%+23.6pp | 69.9%+28.4pp |
| Annual return | 8.52% | 1.13%+7.4pp | 3.46%+5.1pp | -9.96%+18.5pp |
| Employer contribution / active EE | $2,966 | $2,448+21.2% | $2,722+9.0% | $2,111+40.5% |
| Participant deferral / active EE | $4,226 | $3,121+35.4% | $3,402+24.2% | $3,350+26.1% |
| Admin fee / account holder | $7 | $236-97.1% | $3,591-99.8% | $521-98.7% |