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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $52,245 |
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 | $118,533 | $65,582+80.7% | $64,099+84.9% | $71,495+65.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 16.86% | 18.96%-2.1pp | 33.70%-16.8pp | 28.85%-12.0pp |
| Employer contribution / active EE | $8,040 | $2,671+201.1% | $2,748+192.6% | $2,589+210.5% |
| Participant deferral / active EE | $8,890 | $3,628+145.0% | $3,881+129.0% | $4,291+107.2% |
| Admin fee / account holder | $135 | $616-78.2% | $3,070-95.6% | $1,588-91.5% |