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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 21 · EIN 13-1624203 | Bank Trustee | $8,553 |
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 | $74,027 | $67,166+10.2% | $57,356+29.1% | $55,191+34.1% |
| Participation rate | 98.0% | 77.7%+20.3pp | 75.1%+22.9pp | 69.2%+28.9pp |
| Annual return | 4.24% | 4.22%0pp | 24.41%-20.2pp | 10.78%-6.5pp |
| Employer contribution / active EE | $1,831 | $2,812-34.9% | $2,689-31.9% | $1,899-3.6% |
| Participant deferral / active EE | $2,537 | $2,835-10.5% | $3,162-19.8% | $3,046-16.7% |
| Admin fee / account holder | $12 | $44-71.7% | $3,357-99.6% | $91-86.4% |