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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 | $60,504+35.3% | $81,8820% | $74,478+9.9% |
| Participation rate | 99.4% | 62.9%+36.5pp | 72.4%+27.0pp | 67.2%+32.2pp |
| Annual return | 19.91% | 16.91%+3.0pp | 779.47%-759.6pp | 1370.56%-1350.7pp |
| Employer contribution / active EE | $4,426 | $2,627+68.5% | $2,916+51.8% | $2,626+68.5% |
| Participant deferral / active EE | $10,917 | $3,400+221.1% | $4,323+152.5% | $4,350+151.0% |
| Admin fee / account holder | $159 | $1,492-89.3% | $7,360-97.8% | $1,946-91.8% |