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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 | $54,117+67.0% | $135,768-33.4% | $65,306+38.4% |
| Participation rate | 94.7% | 48.7%+46.0pp | 71.1%+23.6pp | 57.7%+37.0pp |
| Annual return | 12.83% | 21.76%-8.9pp | 526.10%-513.3pp | 21.94%-9.1pp |
| Employer contribution / active EE | $1,888 | $1,029+83.4% | $3,394-44.4% | $1,967-4.0% |
| Participant deferral / active EE | $6,553 | $2,395+173.6% | $3,977+64.8% | $2,959+121.4% |
| Admin fee / account holder | $222 | $4,541-95.1% | $7,048-96.9% | $3,480-93.6% |