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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $13,908 |
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 | $56,315 | $55,437+1.6% | $155,534-63.8% | $74,459-24.4% |
| Participation rate | 91.6% | 61.9%+29.7pp | 78.2%+13.4pp | 67.2%+24.4pp |
| Annual return | 14.25% | 269.58%-255.3pp | 64.92%-50.7pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $1,836 | $2,266-19.0% | $4,675-60.7% | $2,626-30.1% |
| Participant deferral / active EE | $4,834 | $2,837+70.4% | $5,630-14.1% | $4,350+11.1% |
| Admin fee / account holder | $52 | $1,742-97.0% | $15,900-99.7% | $1,945-97.3% |