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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $60,207 |
Filed as: FIDELITY INST OPERATIONS CO. INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $192 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,966 | $79,151-12.9% | $60,919+13.2% | $64,829+6.4% |
| Participation rate | 96.8% | 77.7%+19.1pp | 73.1%+23.7pp | 71.5%+25.3pp |
| Annual return | -13.17% | -7.12%-6.0pp | 16.98%-30.1pp | 32.85%-46.0pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,704-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $5,663 | $3,727+51.9% | $3,814+48.5% | $4,312+31.3% |
| Admin fee / account holder | $51 | $106-51.3% | $3,226-98.4% | $188-72.6% |