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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-2998164 | Investment Management | $60,610 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,368 |
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 | $218,842 | $93,351+134.4% | $62,929+247.8% | $79,634+174.8% |
| Participation rate | 99.8% | 74.6%+25.1pp | 73.1%+26.7pp | 62.5%+37.3pp |
| Annual return | 12.27% | 14.37%-2.1pp | 1063.93%-1051.7pp | 36.46%-24.2pp |
| Employer contribution / active EE | $6,222 | $3,135+98.5% | $2,505+148.4% | $2,529+146.0% |
| Participant deferral / active EE | $6,758 | $3,921+72.4% | $3,888+73.8% | $3,835+76.2% |
| Admin fee / account holder | $82 | $229-64.4% | $5,065-98.4% | $1,002-91.9% |