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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 27 · EIN 13-1624203 | Advisory (Plan) | $107,234 |
Filed as: RELIASTAR LIFE INS. CO. Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $152 |
Filed as: FIDELITY INVESTMENTS Service code 60 · EIN 04-2647786 | Sub-TA Fees | $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 | $138,199 | $98,780+39.9% | $60,919+126.9% | $77,906+77.4% |
| Participation rate | 97.3% | 76.7%+20.6pp | 73.1%+24.2pp | 73.7%+23.6pp |
| Annual return | -12.71% | -11.56%-1.2pp | 16.98%-29.7pp | 12.16%-24.9pp |
| Employer contribution / active EE | $9,760 | $3,605+170.8% | $2,704+261.0% | $2,846+242.9% |
| Participant deferral / active EE | $7,542 | $4,200+79.6% | $3,814+97.7% | $4,805+56.9% |
| Admin fee / account holder | $40 | $89-55.3% | $3,226-98.8% | $133-70.1% |