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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,728 |
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 | $78,512 | $45,079+74.2% | $69,461+13.0% | $72,983+7.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.09% | 22.65%-4.6pp | 28.97%-10.9pp | 81.01%-62.9pp |
| Employer contribution / active EE | $7,440 | $2,055+262.1% | $2,779+167.7% | $2,440+204.9% |
| Participant deferral / active EE | $4,795 | $2,603+84.3% | $3,536+35.6% | $3,608+32.9% |
| Admin fee / account holder | $38 | $3,056-98.8% | $3,840-99.0% | $5,124-99.3% |