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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $1,922 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,414 | $80,177-32.1% | $123,894-56.1% | $57,661-5.6% |
| Participation rate | 97.2% | 74.4%+22.7pp | 81.4%+15.7pp | 70.2%+26.9pp |
| Annual return | 6.23% | 17.90%-11.7pp | 47.52%-41.3pp | 5.13%+1.1pp |
| Employer contribution / active EE | $4,261 | $2,913+46.3% | $4,617-7.7% | $1,974+115.9% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $2 | $106-98.4% | $8,357-100.0% | $95-98.2% |