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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $406 |
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 | $44,038 | $37,117+18.6% | $147,618-70.2% | $55,191-20.2% |
| Participation rate | 98.2% | 63.6%+34.6pp | 84.6%+13.6pp | 69.2%+29.1pp |
| Annual return | 1.83% | 3.44%-1.6pp | 61.98%-60.2pp | 10.78%-8.9pp |
| Employer contribution / active EE | $4,706 | $1,620+190.4% | $5,565-15.4% | $1,899+147.9% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $1 | $86-98.9% | $11,612-100.0% | $91-99.0% |