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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $100 |
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 | $64,652 | $51,604+25.3% | $129,295-50.0% | $80,874-20.1% |
| Participation rate | 73.5% | 57.0%+16.5pp | 69.6%+3.9pp | 67.6%+5.8pp |
| Annual return | 9.46% | 20.76%-11.3pp | 9429.28%-9419.8pp | 35.62%-26.2pp |
| Employer contribution / active EE | $799 | $1,585-49.6% | $4,157-80.8% | $2,756-71.0% |
| Participant deferral / active EE | $2,673 | $2,670+0.1% | $4,169-35.9% | $4,297-37.8% |
| Admin fee / account holder | $0 | $4,310-100.0% | $7,665-100.0% | $6,935-100.0% |