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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,729 |
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 | $67,005 | $79,124-15.3% | $60,899+10.0% | $64,814+3.4% |
| Participation rate | 91.7% | 77.7%+13.9pp | 73.1%+18.6pp | 71.5%+20.2pp |
| Annual return | -10.23% | -7.13%-3.1pp | 16.92%-27.1pp | 32.84%-43.1pp |
| Employer contribution / active EE | $2,898 | $3,050-5.0% | $2,702+7.2% | $2,507+15.6% |
| Participant deferral / active EE | $3,489 | $3,725-6.3% | $3,817-8.6% | $4,310-19.0% |
| Admin fee / account holder | $26 | $106-75.4% | $3,225-99.2% | $188-86.2% |