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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $150 |
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 | $54,822 | $53,901+1.7% | $134,162-59.1% | $73,493-25.4% |
| Participation rate | 96.2% | 62.8%+33.4pp | 72.2%+24.0pp | 70.7%+25.5pp |
| Annual return | 12.70% | 15.82%-3.1pp | 36.35%-23.6pp | 28.51%-15.8pp |
| Employer contribution / active EE | $4,255 | $1,458+191.8% | $3,705+14.9% | $2,270+87.5% |
| Participant deferral / active EE | $3,941 | $2,739+43.9% | $3,500+12.6% | $3,740+5.4% |
| Admin fee / account holder | $0 | $581-100.0% | $6,685-100.0% | $513-99.9% |