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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,724 |
TIAA1 year Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $142 |
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 | $97,630 | $49,177+98.5% | $79,467+22.9% | $64,173+52.1% |
| Participation rate | 95.3% | 65.0%+30.3pp | 73.3%+21.9pp | 69.6%+25.7pp |
| Annual return | -3.88% | -1.16%-2.7pp | 718.30%-722.2pp | 7.63%-11.5pp |
| Employer contribution / active EE | $8,431 | $2,076+306.0% | $2,800+201.1% | $2,381+254.1% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $62 | $3,839-98.4% | $5,104-98.8% | $4,887-98.7% |