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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $63,546 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,236 | $69,763-25.1% | $67,502-22.6% | $74,495-29.9% |
| Participation rate | 97.2% | 71.4%+25.8pp | 72.9%+24.3pp | 67.2%+30.0pp |
| Annual return | 11.17% | -40.34%+51.5pp | 3512.12%-3501.0pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,469 | $3,636-32.1% | $4,000-38.3% | $4,346-43.2% |
| Admin fee / account holder | $137 | $896-84.7% | $3,998-96.6% | $1,942-92.9% |