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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $63,158 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,235 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $130 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,243 | $74,706+40.9% | $75,714+39.0% | $79,391+32.6% |
| Participation rate | 95.6% | 75.3%+20.2pp | 74.8%+20.8pp | 70.7%+24.9pp |
| Annual return | 13.56% | 18.52%-5.0pp | 104.62%-91.1pp | 116.88%-103.3pp |
| Employer contribution / active EE | $3,669 | $2,590+41.7% | $2,744+33.7% | $2,428+51.1% |
| Participant deferral / active EE | $3,996 | $3,533+13.1% | $3,820+4.6% | $4,046-1.2% |
| Admin fee / account holder | $258 | $374-31.1% | $3,619-92.9% | $627-58.8% |