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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 | $55,446+1.6% | $155,574-63.8% | $74,429-24.3% |
| Participation rate | 91.6% | 61.9%+29.7pp | 78.2%+13.4pp | 67.2%+24.4pp |
| Annual return | 14.25% | 269.20%-254.9pp | 64.87%-50.6pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $1,836 | $2,266-19.0% | $4,676-60.7% | $2,625-30.1% |
| Participant deferral / active EE | $4,834 | $2,836+70.5% | $5,629-14.1% | $4,348+11.2% |
| Admin fee / account holder | $52 | $1,743-97.0% | $15,914-99.7% | $1,944-97.3% |