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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $16,391 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,901 | $86,795-20.6% | $67,681+1.8% | $64,728+6.4% |
| Participation rate | 98.0% | 71.7%+26.4pp | 73.7%+24.3pp | 57.9%+40.1pp |
| Annual return | 9.04% | 12.58%-3.5pp | 590.58%-581.5pp | 49.38%-40.3pp |
| Employer contribution / active EE | $2,959 | $2,837+4.3% | $2,678+10.5% | $2,243+32.0% |
| Participant deferral / active EE | $0 | $3,430-100.0% | $3,976-100.0% | $2,729-100.0% |
| Admin fee / account holder | $44 | $238-81.5% | $6,100-99.3% | $1,145-96.2% |