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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 34-0714687 | Investment Mgmt Fees | $21,106 |
TIAA1 year Service code 51 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Investment Mgmt Fees | $12,620 |
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 | $107,084 | $84,948+26.1% | $70,494+51.9% | $73,412+45.9% |
| Participation rate | 95.8% | 79.9%+15.9pp | 75.1%+20.8pp | 72.2%+23.6pp |
| Annual return | 11.68% | 13.39%-1.7pp | 109.16%-97.5pp | 59.30%-47.6pp |
| Employer contribution / active EE | $4,112 | $2,834+45.1% | $2,738+50.2% | $2,234+84.1% |
| Participant deferral / active EE | $2,291 | $3,387-32.4% | $3,711-38.3% | $3,806-39.8% |
| Admin fee / account holder | $40 | $98-59.2% | $3,848-99.0% | $158-74.6% |