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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,855 |
Service code 26 · EIN 45-3943005 | Advisory (Participants) | $8,383 |
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 | $75,773 | $51,769+46.4% | $57,356+32.1% | $52,331+44.8% |
| Participation rate | 94.9% | 75.2%+19.7pp | 75.1%+19.8pp | 68.1%+26.8pp |
| Annual return | 0.65% | 2.43%-1.8pp | 24.41%-23.8pp | 4.54%-3.9pp |
| Employer contribution / active EE | $2,892 | $2,335+23.9% | $2,689+7.6% | $1,882+53.7% |
| Participant deferral / active EE | $4,913 | $2,794+75.8% | $3,162+55.4% | $3,022+62.6% |
| Admin fee / account holder | $122 | $295-58.6% | $3,357-96.4% | $592-79.4% |