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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $858 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $47 |
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 | $96,736 | $85,199+13.5% | $57,196+69.1% | $63,975+51.2% |
| Participation rate | 72.7% | 74.0%-1.3pp | 75.3%-2.6pp | 71.1%+1.6pp |
| Annual return | 7.32% | 10.43%-3.1pp | 14.59%-7.3pp | 48.65%-41.3pp |
| Employer contribution / active EE | $2,135 | $3,446-38.1% | $2,683-20.4% | $2,182-2.1% |
| Participant deferral / active EE | $1,643 | $3,109-47.1% | $3,096-46.9% | $3,356-51.0% |
| Admin fee / account holder | $0 | $39-99.4% | $3,141-100.0% | $70-99.7% |