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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $50,686 |
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 | $144,639 | $54,237+166.7% | $90,324+60.1% | $67,582+114.0% |
| Participation rate | 99.8% | 68.6%+31.2pp | 73.3%+26.5pp | 71.3%+28.5pp |
| Annual return | 21.24% | 37.27%-16.0pp | 78.15%-56.9pp | 378.57%-357.3pp |
| Employer contribution / active EE | $11,819 | $1,846+540.3% | $2,856+313.8% | $2,148+450.3% |
| Participant deferral / active EE | $7,909 | $2,625+201.3% | $3,885+103.6% | $3,539+123.5% |
| Admin fee / account holder | $50 | $123-59.3% | $5,356-99.1% | $142-64.7% |