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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,751 |
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 | $89,053 | $51,769+72.0% | $57,349+55.3% | $52,331+70.2% |
| Participation rate | 99.0% | 75.2%+23.8pp | 75.1%+23.9pp | 68.1%+30.9pp |
| Annual return | 1.68% | 2.43%-0.7pp | 24.40%-22.7pp | 4.54%-2.9pp |
| Employer contribution / active EE | $2,971 | $2,335+27.2% | $2,689+10.5% | $1,882+57.9% |
| Participant deferral / active EE | $4,070 | $2,794+45.7% | $3,162+28.7% | $3,022+34.7% |
| Admin fee / account holder | $45 | $295-84.8% | $3,356-98.7% | $592-92.4% |