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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $6,142 |
Filed as: FIDELITY INV INS OPERATIONS CO INC. Service code 60 | Sub-TA Fees | $0 |
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 | $155,649 | $45,050+245.5% | $63,018+147.0% | $70,126+122.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 60.93% | 18.76%+42.2pp | 87.62%-26.7pp | 73.15%-12.2pp |
| Employer contribution / active EE | $11,257 | $2,052+448.6% | $2,761+307.8% | $2,343+380.6% |
| Participant deferral / active EE | $6,536 | $2,466+165.1% | $3,330+96.3% | $3,332+96.2% |
| Admin fee / account holder | $37 | $2,834-98.7% | $3,601-99.0% | $4,645-99.2% |