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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,416 |
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 | $54,347 | $57,976-6.3% | $63,018-13.8% | $62,293-12.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.97% | 17.54%-3.6pp | 87.62%-73.7pp | 28.90%-14.9pp |
| Employer contribution / active EE | $2,866 | $2,415+18.7% | $2,761+3.8% | $2,042+40.3% |
| Participant deferral / active EE | $3,888 | $2,956+31.5% | $3,330+16.8% | $3,169+22.7% |
| Admin fee / account holder | $13 | $276-95.2% | $3,601-99.6% | $479-97.2% |