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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,518 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,940 |
TIAA1 year Filed as: TIAA - TEACHERS INS AND ANNUITY ASS Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $78,092 | $60,139+29.9% | $90,461-13.7% | $79,856-2.2% |
| Participation rate | 87.2% | 65.0%+22.2pp | 72.7%+14.5pp | 69.6%+17.6pp |
| Annual return | 16.80% | 71.96%-55.2pp | 1294.76%-1278.0pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,374 | $2,069-33.6% | $3,264-57.9% | $2,471-44.4% |
| Participant deferral / active EE | $2,676 | $2,939-9.0% | $3,964-32.5% | $3,741-28.5% |
| Admin fee / account holder | $32 | $3,978-99.2% | $5,617-99.4% | $5,306-99.4% |