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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,429 |
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 | $56,674 | $65,322-13.2% | $70,462-19.6% | $73,493-22.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 4.86% | 15.71%-10.9pp | 109.08%-104.2pp | 28.51%-23.7pp |
| Employer contribution / active EE | $3,134 | $2,460+27.4% | $2,737+14.5% | $2,270+38.1% |
| Participant deferral / active EE | $5,219 | $3,375+54.6% | $3,710+40.7% | $3,740+39.6% |
| Admin fee / account holder | $9 | $214-95.6% | $3,845-99.8% | $513-98.2% |