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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,517 |
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 | $93,866 | $95,542-1.8% | $69,483+35.1% | $67,582+38.9% |
| Participation rate | 98.3% | 79.4%+19.0pp | 74.6%+23.7pp | 71.3%+27.1pp |
| Annual return | 17.77% | 17.67%+0.1pp | 28.99%-11.2pp | 378.57%-360.8pp |
| Employer contribution / active EE | $3,787 | $2,989+26.7% | $2,780+36.3% | $2,148+76.3% |
| Participant deferral / active EE | $4,330 | $3,263+32.7% | $3,537+22.4% | $3,539+22.3% |
| Admin fee / account holder | $2 | $90-98.2% | $3,841-100.0% | $142-98.9% |