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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 | $75,058+40.8% | $152,301-30.6% | $64,340+64.3% |
| Participation rate | 84.5% | 60.9%+23.6pp | 82.4%+2.1pp | 55.2%+29.3pp |
| Annual return | 11.01% | 29.93%-18.9pp | 80.50%-69.5pp | 24.14%-13.1pp |
| Employer contribution / active EE | $1,951 | $2,605-25.1% | $4,624-57.8% | $1,862+4.8% |
| Participant deferral / active EE | $3,059 | $5,041-39.3% | $8,004-61.8% | $2,980+2.6% |
| Admin fee / account holder | $3 | $4,050-99.9% | $14,398-100.0% | $3,703-99.9% |