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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $992 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $156,487 | $84,948+84.2% | $70,494+122.0% | $73,412+113.2% |
| Participation rate | 99.0% | 79.9%+19.1pp | 75.1%+23.9pp | 72.2%+26.8pp |
| Annual return | 5.18% | 13.39%-8.2pp | 109.16%-104.0pp | 59.30%-54.1pp |
| Employer contribution / active EE | $7,622 | $2,834+169.0% | $2,738+178.4% | $2,234+241.2% |
| Participant deferral / active EE | $5,795 | $3,387+71.1% | $3,711+56.2% | $3,806+52.3% |
| Admin fee / account holder | $1 | $98-98.6% | $3,848-100.0% | $158-99.1% |