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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $4,889 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $1,875 |
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 | $53,524 | $49,249+8.7% | $70,476-24.1% | $79,852-33.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.13% | 30.09%-19.0pp | 109.12%-98.0pp | 31.72%-20.6pp |
| Employer contribution / active EE | $5,871 | $2,100+179.5% | $2,738+114.5% | $2,471+137.6% |
| Participant deferral / active EE | $5,226 | $2,769+88.7% | $3,710+40.9% | $3,740+39.7% |
| Admin fee / account holder | $83 | $2,878-97.1% | $3,847-97.9% | $5,306-98.4% |