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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA-CREF Service code 21 · EIN 13-1624203 | Bank Trustee | $103,975 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $54,471 |
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 | $138,387 | $112,772+22.7% | $57,357+141.3% | $59,188+133.8% |
| Participation rate | 80.1% | 71.3%+8.8pp | 75.1%+5.1pp | 69.4%+10.7pp |
| Annual return | 1.46% | 0.85%+0.6pp | 24.41%-22.9pp | 5.51%-4.0pp |
| Employer contribution / active EE | $4,523 | $3,400+33.0% | $2,689+68.2% | $2,098+115.6% |
| Participant deferral / active EE | $3,740 | $3,010+24.3% | $3,162+18.3% | $3,265+14.6% |
| Admin fee / account holder | $73 | $144-49.0% | $3,357-97.8% | $92-20.3% |