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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $12,760 |
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 | $48,481 | $60,989-20.5% | $60,919-20.4% | $66,949-27.6% |
| Participation rate | 81.3% | 74.5%+6.8pp | 73.1%+8.2pp | 69.8%+11.5pp |
| Annual return | -14.11% | -9.60%-4.5pp | 16.96%-31.1pp | 1.57%-15.7pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,704-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,957 | $3,615+37.1% | $3,814+30.0% | $4,239+16.9% |
| Admin fee / account holder | $32 | $338-90.5% | $3,228-99.0% | $594-94.6% |