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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $59,393 |
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 | $80,006 | $91,621-12.7% | $67,511+18.5% | $77,671+3.0% |
| Participation rate | 96.2% | 76.0%+20.2pp | 72.9%+23.3pp | 70.6%+25.6pp |
| Annual return | 10.58% | 14.87%-4.3pp | 3517.41%-3506.8pp | 31.21%-20.6pp |
| Employer contribution / active EE | $2,987 | $3,184-6.2% | $2,733+9.3% | $2,726+9.6% |
| Participant deferral / active EE | $3,673 | $3,906-6.0% | $4,000-8.2% | $4,648-21.0% |
| Admin fee / account holder | $40 | $176-77.6% | $3,999-99.0% | $430-90.8% |