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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $50,531 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,315 |
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $143 |
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 | $94,342 | $65,322+44.4% | $70,494+33.8% | $73,497+28.4% |
| Participation rate | 96.3% | 77.0%+19.3pp | 75.1%+21.2pp | 70.7%+25.6pp |
| Annual return | 16.48% | 15.71%+0.8pp | 109.16%-92.7pp | 28.51%-12.0pp |
| Employer contribution / active EE | $4,093 | $2,460+66.4% | $2,738+49.5% | $2,270+80.3% |
| Participant deferral / active EE | $4,439 | $3,375+31.5% | $3,711+19.6% | $3,740+18.7% |
| Admin fee / account holder | $142 | $214-33.6% | $3,848-96.3% | $513-72.3% |