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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $930 |
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 | $67,422 | $84,948-20.6% | $70,476-4.3% | $73,412-8.2% |
| Participation rate | 96.8% | 79.9%+16.8pp | 75.1%+21.7pp | 72.2%+24.6pp |
| Annual return | 11.53% | 13.39%-1.9pp | 109.12%-97.6pp | 59.30%-47.8pp |
| Employer contribution / active EE | $2,653 | $2,834-6.4% | $2,738-3.1% | $2,234+18.8% |
| Participant deferral / active EE | $3,295 | $3,387-2.7% | $3,710-11.2% | $3,806-13.4% |
| Admin fee / account holder | $1 | $98-99.4% | $3,847-100.0% | $158-99.6% |