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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,608 |
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 | $62,168 | $57,976+7.2% | $63,018-1.4% | $62,293-0.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.15% | 17.54%-0.4pp | 87.62%-70.5pp | 28.90%-11.7pp |
| Employer contribution / active EE | $6,007 | $2,415+148.8% | $2,761+117.6% | $2,042+194.1% |
| Participant deferral / active EE | $5,447 | $2,956+84.3% | $3,330+63.6% | $3,169+71.9% |
| Admin fee / account holder | $19 | $276-93.0% | $3,601-99.5% | $479-96.0% |