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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $407 |
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 | $45,299 | $51,769-12.5% | $57,349-21.0% | $52,331-13.4% |
| Participation rate | 82.7% | 75.2%+7.5pp | 75.1%+7.6pp | 68.1%+14.6pp |
| Annual return | 1.29% | 2.43%-1.1pp | 24.40%-23.1pp | 4.54%-3.2pp |
| Employer contribution / active EE | $2,021 | $2,335-13.4% | $2,689-24.8% | $1,882+7.4% |
| Participant deferral / active EE | $4,063 | $2,794+45.4% | $3,162+28.5% | $3,022+34.4% |
| Admin fee / account holder | $2 | $295-99.2% | $3,356-99.9% | $592-99.6% |