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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 21 · EIN 13-1624203 | Bank Trustee | $23,975 |
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 | $73,883 | $70,083+5.4% | $59,899+23.3% | $55,725+32.6% |
| Participation rate | 97.8% | 78.4%+19.4pp | 74.7%+23.1pp | 70.9%+27.0pp |
| Annual return | -3.57% | 3.13%-6.7pp | 3.46%-7.0pp | 244.93%-248.5pp |
| Employer contribution / active EE | $2,217 | $2,878-23.0% | $2,723-18.6% | $2,078+6.7% |
| Participant deferral / active EE | $2,113 | $3,079-31.4% | $3,402-37.9% | $3,356-37.0% |
| Admin fee / account holder | $29 | $70-58.2% | $3,592-99.2% | $115-74.5% |