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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,650 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,097 | $36,916+24.9% | $156,551-70.6% | $57,658-20.1% |
| Participation rate | 98.1% | 63.4%+34.7pp | 84.0%+14.1pp | 70.2%+27.9pp |
| Annual return | 4.94% | 12.38%-7.4pp | 32.23%-27.3pp | 5.13%-0.2pp |
| Employer contribution / active EE | $5,213 | $1,571+232.0% | $5,501-5.2% | $1,974+164.1% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $4 | $82-95.3% | $13,028-100.0% | $95-95.9% |