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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $77,251 |
TIAA1 year Filed as: CREF-TIAA-INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 13-3586142 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,044 | $95,388+70.9% | $125,401+30.0% | $77,906+109.3% |
| Participation rate | 98.9% | 78.6%+20.3pp | 82.4%+16.5pp | 73.7%+25.2pp |
| Annual return | -12.81% | 116.19%-129.0pp | 572.53%-585.3pp | 12.16%-25.0pp |
| Employer contribution / active EE | $11,004 | $3,666+200.1% | $4,816+128.5% | $2,846+286.6% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,448-100.0% | $4,805-100.0% |
| Admin fee / account holder | $19 | $119-84.2% | $10,008-99.8% | $133-85.8% |