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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 21 · EIN 13-1624203 | Bank Trustee | $41,048 |
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 | $82,679 | $95,542-13.5% | $69,464+19.0% | $67,579+22.3% |
| Participation rate | 95.5% | 79.4%+16.1pp | 74.6%+20.9pp | 71.3%+24.2pp |
| Annual return | 17.97% | 17.67%+0.3pp | 28.98%-11.0pp | 378.56%-360.6pp |
| Employer contribution / active EE | $1,304 | $2,989-56.4% | $2,779-53.1% | $2,148-39.3% |
| Participant deferral / active EE | $2,115 | $3,263-35.2% | $3,536-40.2% | $3,539-40.2% |
| Admin fee / account holder | $49 | $90-45.2% | $3,840-98.7% | $142-65.4% |