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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 | Recordkeeping | $17,235 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $5,703 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,625 | $91,474+73.4% | $135,982+16.7% | $71,529+121.8% |
| Participation rate | 98.9% | 75.7%+23.2pp | 81.9%+16.9pp | 67.9%+30.9pp |
| Annual return | 301.52% | 29.89%+271.6pp | 68.32%+233.2pp | 28.97%+272.6pp |
| Employer contribution / active EE | $7,916 | $3,705+113.6% | $4,859+62.9% | $2,590+205.7% |
| Participant deferral / active EE | $8,072 | $7,095+13.8% | $7,760+4.0% | $4,291+88.1% |
| Admin fee / account holder | $102 | $1,267-92.0% | $10,767-99.1% | $1,588-93.6% |