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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $148 |
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 | $53,711 | $41,854+28.3% | $73,836-27.3% | $52,331+2.6% |
| Participation rate | 97.9% | 66.2%+31.6pp | 73.4%+24.4pp | 68.1%+29.7pp |
| Annual return | 1.63% | 2.11%-0.5pp | 2268.06%-2266.4pp | 4.54%-2.9pp |
| Employer contribution / active EE | $7,243 | $1,920+277.2% | $2,787+159.8% | $1,882+284.9% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $493-99.9% | $4,882-100.0% | $592-99.9% |