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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $7,509 |
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 | $57,797 | $52,467+10.2% | $57,196+1.1% | $55,167+4.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 75.3%+4.7pp | 69.0%+11.0pp |
| Annual return | 6.67% | 7.72%-1.0pp | 14.59%-7.9pp | 169.23%-162.6pp |
| Employer contribution / active EE | $3,675 | $2,477+48.3% | $2,683+37.0% | $1,963+87.2% |
| Participant deferral / active EE | $7,542 | $2,830+166.5% | $3,096+143.6% | $3,054+146.9% |
| Admin fee / account holder | $30 | $269-88.8% | $3,141-99.0% | $504-94.0% |