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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $15,123 |
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 | $110,976 | $89,652+23.8% | $141,191-21.4% | $65,185+70.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 18.03% | 32.79%-14.8pp | 71.41%-53.4pp | 29.38%-11.4pp |
| Employer contribution / active EE | $4,575 | $3,065+49.3% | $4,736-3.4% | $2,177+110.2% |
| Participant deferral / active EE | $4,018 | $5,691-29.4% | $6,710-40.1% | $3,514+14.3% |
| Admin fee / account holder | $24 | $569-95.8% | $10,264-99.8% | $847-97.2% |