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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 | $92,071-25.2% | $63,803+8.0% | $71,012-3.0% |
| Participation rate | 98.0% | 73.7%+24.4pp | 72.7%+25.3pp | 58.6%+39.5pp |
| Annual return | 9.04% | 13.14%-4.1pp | 543.72%-534.7pp | 37.67%-28.6pp |
| Employer contribution / active EE | $2,959 | $3,085-4.1% | $2,532+16.9% | $2,348+26.0% |
| Participant deferral / active EE | $0 | $3,765-100.0% | $3,843-100.0% | $3,246-100.0% |
| Admin fee / account holder | $44 | $227-80.6% | $5,196-99.2% | $1,167-96.2% |