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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $225 |
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 | $128,105 | $47,898+167.5% | $117,533+9.0% | $64,819+97.6% |
| Participation rate | 95.5% | 61.9%+33.6pp | 70.6%+24.9pp | 71.5%+24.0pp |
| Annual return | -8.66% | -15.54%+6.9pp | 29.77%-38.4pp | 32.84%-41.5pp |
| Employer contribution / active EE | $2,592 | $1,774+46.1% | $4,179-38.0% | $2,507+3.4% |
| Participant deferral / active EE | $5,001 | $3,151+58.7% | $4,072+22.8% | $4,311+16.0% |
| Admin fee / account holder | $0 | $132-99.8% | $5,647-100.0% | $188-99.9% |