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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 41-0944586 | Advisory (Plan) | $7,053 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $5,697 |
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 | $57,145 | $89,652-36.3% | $141,197-59.5% | $65,186-12.3% |
| Participation rate | 89.3% | 74.7%+14.6pp | 82.5%+6.9pp | 70.2%+19.1pp |
| Annual return | 24.70% | 32.79%-8.1pp | 71.41%-46.7pp | 29.39%-4.7pp |
| Employer contribution / active EE | $4,140 | $3,065+35.1% | $4,736-12.6% | $2,177+90.2% |
| Participant deferral / active EE | $5,730 | $5,691+0.7% | $6,710-14.6% | $3,514+63.1% |
| Admin fee / account holder | $72 | $569-87.4% | $10,265-99.3% | $847-91.5% |