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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,109 |
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 | $137,592 | $65,322+110.6% | $70,462+95.3% | $73,493+87.2% |
| Participation rate | 98.6% | 77.0%+21.6pp | 75.1%+23.5pp | 70.7%+27.9pp |
| Annual return | 13.65% | 15.71%-2.1pp | 109.08%-95.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $9,126 | $2,460+271.0% | $2,737+233.4% | $2,270+302.0% |
| Participant deferral / active EE | $7,731 | $3,375+129.1% | $3,710+108.4% | $3,740+106.7% |
| Admin fee / account holder | $14 | $214-93.3% | $3,845-99.6% | $513-97.2% |