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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 | $86,795+152.1% | $67,681+223.3% | $64,728+238.1% |
| Participation rate | 99.8% | 71.7%+28.1pp | 73.7%+26.0pp | 57.9%+41.9pp |
| Annual return | 12.27% | 12.58%-0.3pp | 590.58%-578.3pp | 49.38%-37.1pp |
| Employer contribution / active EE | $6,222 | $2,837+119.3% | $2,678+132.3% | $2,243+177.4% |
| Participant deferral / active EE | $6,758 | $3,430+97.1% | $3,976+70.0% | $2,729+147.6% |
| Admin fee / account holder | $82 | $238-65.8% | $6,100-98.7% | $1,145-92.9% |