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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 21 · EIN 13-1624203 | Bank Trustee | $27,762 |
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 | $79,173 | $74,552+6.2% | $63,018+25.6% | $69,631+13.7% |
| Participation rate | 97.6% | 78.3%+19.4pp | 74.8%+22.8pp | 70.7%+27.0pp |
| Annual return | 15.19% | 15.77%-0.6pp | 87.62%-72.4pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $2,854 | $2,929-2.6% | $2,761+3.4% | $2,032+40.5% |
| Participant deferral / active EE | $2,027 | $2,974-31.9% | $3,330-39.1% | $3,224-37.1% |
| Admin fee / account holder | $34 | $59-42.5% | $3,601-99.1% | $110-69.1% |