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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $88 |
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 | $151,975 | $74,552+103.9% | $63,018+141.2% | $69,631+118.3% |
| Participation rate | 99.0% | 78.3%+20.8pp | 74.8%+24.2pp | 70.7%+28.3pp |
| Annual return | 12.83% | 15.77%-2.9pp | 87.62%-74.8pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $7,026 | $2,929+139.9% | $2,761+154.5% | $2,032+245.8% |
| Participant deferral / active EE | $5,309 | $2,974+78.5% | $3,330+59.5% | $3,224+64.7% |
| Admin fee / account holder | $0 | $59-99.8% | $3,601-100.0% | $110-99.9% |