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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,175 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,697 | $90,107+17.3% | $182,262-42.0% | $69,733+51.6% |
| Participation rate | 84.5% | 64.8%+19.7pp | 84.2%+0.3pp | 62.5%+22.1pp |
| Annual return | 11.01% | 95.58%-84.6pp | 140.60%-129.6pp | 15.22%-4.2pp |
| Employer contribution / active EE | $1,951 | $3,043-35.9% | $5,046-61.3% | $2,250-13.3% |
| Participant deferral / active EE | $3,059 | $5,135-40.4% | $8,276-63.0% | $3,054+0.1% |
| Admin fee / account holder | $3 | $3,377-99.9% | $16,712-100.0% | $3,102-99.9% |