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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 | $60,305+35.8% | $81,780+0.1% | $74,400+10.1% |
| Participation rate | 99.4% | 62.9%+36.6pp | 72.4%+27.1pp | 67.2%+32.2pp |
| Annual return | 19.91% | 16.89%+3.0pp | 776.27%-756.4pp | 1367.51%-1347.6pp |
| Employer contribution / active EE | $4,426 | $2,623+68.7% | $2,914+51.9% | $2,624+68.6% |
| Participant deferral / active EE | $10,917 | $3,390+222.1% | $4,321+152.7% | $4,348+151.1% |
| Admin fee / account holder | $159 | $1,484-89.3% | $7,384-97.8% | $1,944-91.8% |