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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $118,839 |
Filed as: RELIASTAR LIFE INS. CO. Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $1,015 |
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $72 |
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 | $180,542 | $113,568+59.0% | $67,560+167.2% | $200,096-9.8% |
| Participation rate | 99.0% | 73.3%+25.7pp | 72.9%+26.1pp | 72.0%+27.0pp |
| Annual return | 13.82% | 15.88%-2.1pp | 3533.50%-3519.7pp | 34.26%-20.4pp |
| Employer contribution / active EE | $10,801 | $3,409+216.8% | $2,737+294.7% | $3,038+255.6% |
| Participant deferral / active EE | $8,329 | $4,163+100.1% | $4,004+108.0% | $5,090+63.6% |
| Admin fee / account holder | $42 | $102-58.6% | $3,994-98.9% | $269-84.3% |