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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $33,954 |
LUCIA SECURITIES1 year Filed as: LUCIA WEALTH SERVICES, LLC Service code 28 · EIN 27-1742056 | Investment Management | $8,805 |
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 | $48,203 | $57,976-16.9% | $63,018-23.5% | $62,293-22.6% |
| Participation rate | 85.1% | 75.9%+9.2pp | 74.8%+10.3pp | 69.5%+15.6pp |
| Annual return | 15.03% | 17.54%-2.5pp | 87.62%-72.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,881 | $2,415-22.1% | $2,761-31.9% | $2,042-7.9% |
| Participant deferral / active EE | $3,704 | $2,956+25.3% | $3,330+11.2% | $3,169+16.9% |
| Admin fee / account holder | $258 | $276-6.4% | $3,601-92.8% | $479-46.2% |