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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $21,945 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $9,313 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,792 | $68,408+29.8% | $57,196+55.2% | $57,658+54.0% |
| Participation rate | 98.2% | 79.1%+19.0pp | 75.3%+22.8pp | 70.2%+27.9pp |
| Annual return | 1.33% | 8.51%-7.2pp | 14.59%-13.3pp | 5.13%-3.8pp |
| Employer contribution / active EE | $1,947 | $2,869-32.1% | $2,683-27.4% | $1,974-1.4% |
| Participant deferral / active EE | $2,551 | $2,903-12.1% | $3,096-17.6% | $3,061-16.6% |
| Admin fee / account holder | $68 | $70-2.3% | $3,141-97.8% | $95-28.0% |