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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $52,386 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,350 |
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 | $79,886 | $60,795+31.4% | $69,483+15.0% | $65,186+22.6% |
| Participation rate | 98.3% | 74.9%+23.4pp | 74.6%+23.7pp | 70.2%+28.1pp |
| Annual return | 23.42% | 17.46%+6.0pp | 28.99%-5.6pp | 29.39%-6.0pp |
| Employer contribution / active EE | $3,606 | $2,452+47.1% | $2,780+29.7% | $2,177+65.6% |
| Participant deferral / active EE | $3,733 | $3,162+18.1% | $3,537+5.6% | $3,514+6.2% |
| Admin fee / account holder | $144 | $314-54.0% | $3,841-96.2% | $847-83.0% |