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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,350 |
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 | $81,998 | $70,083+17.0% | $59,899+36.9% | $55,725+47.1% |
| Participation rate | 98.9% | 78.4%+20.5pp | 74.7%+24.2pp | 70.9%+28.0pp |
| Annual return | -2.79% | 3.13%-5.9pp | 3.46%-6.3pp | 244.93%-247.7pp |
| Employer contribution / active EE | $3,920 | $2,878+36.2% | $2,723+44.0% | $2,078+88.6% |
| Participant deferral / active EE | $4,339 | $3,079+40.9% | $3,402+27.5% | $3,356+29.3% |
| Admin fee / account holder | $1 | $70-98.0% | $3,592-100.0% | $115-98.8% |