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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,637 |
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 | $50,937 | $55,002-7.4% | $59,883-14.9% | $56,287-9.5% |
| Participation rate | 99.3% | 75.9%+23.4pp | 74.7%+24.6pp | 69.9%+29.4pp |
| Annual return | -3.56% | 1.13%-4.7pp | 3.46%-7.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $2,693 | $2,448+10.0% | $2,722-1.1% | $2,111+27.6% |
| Participant deferral / active EE | $3,516 | $3,121+12.7% | $3,402+3.4% | $3,350+5.0% |
| Admin fee / account holder | $21 | $236-91.3% | $3,591-99.4% | $521-96.0% |