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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 21 · EIN 13-1624203 | Bank Trustee | $16,724 |
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 | $72,348 | $68,408+5.8% | $57,196+26.5% | $57,658+25.5% |
| Participation rate | 97.4% | 79.1%+18.3pp | 75.3%+22.1pp | 70.2%+27.2pp |
| Annual return | 7.81% | 8.51%-0.7pp | 14.59%-6.8pp | 5.13%+2.7pp |
| Employer contribution / active EE | $2,747 | $2,869-4.2% | $2,683+2.4% | $1,974+39.2% |
| Participant deferral / active EE | $2,017 | $2,903-30.5% | $3,096-34.9% | $3,061-34.1% |
| Admin fee / account holder | $21 | $70-69.9% | $3,141-99.3% | $95-77.8% |