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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $48,339 |
Service code 27 · EIN 22-3558384 | Advisory (Plan) | $12,750 |
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 | $90,365 | $52,581+71.9% | $130,788-30.9% | $64,340+40.4% |
| Participation rate | 94.7% | 46.5%+48.1pp | 70.1%+24.6pp | 55.2%+39.4pp |
| Annual return | 12.83% | 20.39%-7.6pp | 386.44%-373.6pp | 24.14%-11.3pp |
| Employer contribution / active EE | $1,888 | $1,031+83.1% | $3,558-46.9% | $1,862+1.4% |
| Participant deferral / active EE | $6,553 | $2,200+197.8% | $4,137+58.4% | $2,980+119.9% |
| Admin fee / account holder | $222 | $4,583-95.2% | $6,673-96.7% | $3,703-94.0% |