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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,370 |
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 | $185,553 | $43,333+328.2% | $59,883+209.9% | $64,181+189.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 24.13% | -1.55%+25.7pp | 3.46%+20.7pp | 7.63%+16.5pp |
| Employer contribution / active EE | $11,682 | $2,029+475.7% | $2,722+329.2% | $2,381+390.7% |
| Participant deferral / active EE | $7,576 | $2,547+197.5% | $3,402+122.7% | $3,470+118.3% |
| Admin fee / account holder | $50 | $3,006-98.3% | $3,591-98.6% | $4,887-99.0% |