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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $12,521 |
Service code 28 · EIN 27-3055170 | Investment Management | $8,929 |
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 | $54,245 | $57,976-6.4% | $63,005-13.9% | $62,293-12.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.76% | 17.54%-2.8pp | 87.59%-72.8pp | 28.90%-14.1pp |
| Employer contribution / active EE | $2,200 | $2,415-8.9% | $2,760-20.3% | $2,042+7.7% |
| Participant deferral / active EE | $2,875 | $2,956-2.7% | $3,329-13.6% | $3,169-9.3% |
| Admin fee / account holder | $74 | $276-73.2% | $3,599-97.9% | $479-84.6% |