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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 19 · EIN 13-1624203 | Securities Custodian | $525 |
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 | $94,528 | $84,948+11.3% | $70,476+34.1% | $73,412+28.8% |
| Participation rate | 98.5% | 79.9%+18.6pp | 75.1%+23.5pp | 72.2%+26.4pp |
| Annual return | 4.60% | 13.39%-8.8pp | 109.12%-104.5pp | 59.30%-54.7pp |
| Employer contribution / active EE | $2,801 | $2,834-1.2% | $2,738+2.3% | $2,234+25.4% |
| Participant deferral / active EE | $4,414 | $3,387+30.3% | $3,710+19.0% | $3,806+16.0% |
| Admin fee / account holder | $0 | $98-100.0% | $3,847-100.0% | $158-100.0% |