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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $92,500 |
Filed as: RELIASTAR LIFE INS. CO. Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $1,022 |
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 | $160,180 | $105,179+52.3% | $64,110+149.9% | $80,187+99.8% |
| Participation rate | 99.0% | 73.5%+25.4pp | 72.3%+26.6pp | 72.9%+26.0pp |
| Annual return | 16.03% | 20.34%-4.3pp | 33.75%-17.7pp | 40.40%-24.4pp |
| Employer contribution / active EE | $10,105 | $3,311+205.2% | $2,751+267.4% | $2,980+239.1% |
| Participant deferral / active EE | $8,041 | $4,020+100.0% | $3,883+107.1% | $5,016+60.3% |
| Admin fee / account holder | $34 | $113-70.4% | $3,071-98.9% | $145-76.9% |