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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $113,746 |
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 | $190,664 | $58,344+226.8% | $98,506+93.6% | $86,821+119.6% |
| Participation rate | 97.8% | 68.4%+29.4pp | 73.3%+24.4pp | 72.3%+25.5pp |
| Annual return | 14.26% | 43.47%-29.2pp | 1494.92%-1480.7pp | 97.94%-83.7pp |
| Employer contribution / active EE | $11,459 | $2,008+470.8% | $2,961+287.0% | $2,406+376.3% |
| Participant deferral / active EE | $8,562 | $3,156+171.3% | $4,277+100.2% | $4,132+107.2% |
| Admin fee / account holder | $111 | $138-19.6% | $5,955-98.1% | $170-34.7% |