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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,801 |
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 | $91,434 | $52,467+74.3% | $57,196+59.9% | $55,167+65.7% |
| Participation rate | 99.0% | 75.8%+23.2pp | 75.3%+23.7pp | 69.0%+30.1pp |
| Annual return | 5.91% | 7.72%-1.8pp | 14.59%-8.7pp | 169.23%-163.3pp |
| Employer contribution / active EE | $2,942 | $2,477+18.8% | $2,683+9.7% | $1,963+49.9% |
| Participant deferral / active EE | $3,814 | $2,830+34.8% | $3,096+23.2% | $3,054+24.9% |
| Admin fee / account holder | $53 | $269-80.2% | $3,141-98.3% | $504-89.4% |