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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 | $84,045+160.4% | $77,361+182.9% | $69,255+216.0% |
| Participation rate | 99.8% | 71.8%+28.0pp | 75.0%+24.8pp | 69.0%+30.7pp |
| Annual return | 12.27% | 12.46%-0.2pp | 1011.54%-999.3pp | 26.73%-14.5pp |
| Employer contribution / active EE | $6,222 | $2,954+110.6% | $2,990+108.1% | $2,645+135.2% |
| Participant deferral / active EE | $6,758 | $3,349+101.8% | $3,911+72.8% | $2,890+133.8% |
| Admin fee / account holder | $82 | $239-65.9% | $5,894-98.6% | $733-88.9% |