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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 13 · EIN 13-1624203 | Contract Administrator | $46,000 |
Service code 27 · EIN 04-2541452 | Advisory (Plan) | $8,483 |
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 | $81,879 | $60,393+35.6% | $81,820+0.1% | $74,429+10.0% |
| Participation rate | 99.4% | 62.9%+36.5pp | 72.4%+27.1pp | 67.2%+32.2pp |
| Annual return | 19.91% | 16.89%+3.0pp | 777.93%-758.0pp | 1368.38%-1348.5pp |
| Employer contribution / active EE | $4,426 | $2,626+68.5% | $2,915+51.8% | $2,625+68.6% |
| Participant deferral / active EE | $10,917 | $3,397+221.4% | $4,323+152.6% | $4,348+151.1% |
| Admin fee / account holder | $159 | $1,491-89.3% | $7,391-97.8% | $1,944-91.8% |