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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $88,599 |
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 | $165,038 | $52,722+213.0% | $90,461+82.4% | $73,412+124.8% |
| Participation rate | 99.6% | 67.7%+31.8pp | 72.7%+26.9pp | 72.2%+27.4pp |
| Annual return | 14.95% | 20.70%-5.8pp | 1294.76%-1279.8pp | 59.30%-44.3pp |
| Employer contribution / active EE | $11,797 | $1,872+530.3% | $3,264+261.4% | $2,234+428.1% |
| Participant deferral / active EE | $8,118 | $2,810+188.9% | $3,964+104.8% | $3,806+113.3% |
| Admin fee / account holder | $87 | $117-25.3% | $5,617-98.4% | $158-44.7% |