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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $199 |
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 | $58,534 | $52,467+11.6% | $57,196+2.3% | $55,167+6.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 5.64% | 7.72%-2.1pp | 14.59%-9.0pp | 169.23%-163.6pp |
| Employer contribution / active EE | $4,179 | $2,477+68.7% | $2,683+55.8% | $1,963+112.9% |
| Participant deferral / active EE | $5,815 | $2,830+105.5% | $3,096+87.8% | $3,054+90.4% |
| Admin fee / account holder | $1 | $269-99.6% | $3,141-100.0% | $504-99.8% |