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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $338 |
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 | $59,186 | $155,795-62.0% | $136,298-56.6% | $69,634-15.0% |
| Participation rate | 97.8% | 75.2%+22.5pp | 81.9%+15.8pp | 70.7%+27.1pp |
| Annual return | 13.66% | 232464.33%-232450.7pp | 5156.27%-5142.6pp | 27572.26%-27558.6pp |
| Employer contribution / active EE | $4,049 | $2,991+35.4% | $4,696-13.8% | $2,032+99.2% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-99.9% | $9,244-100.0% | $110-99.9% |