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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $156 |
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 | $54,932 | $39,859+37.8% | $78,676-30.2% | $57,658-4.7% |
| Participation rate | 99.2% | 66.1%+33.1pp | 73.6%+25.6pp | 70.2%+29.0pp |
| Annual return | 6.17% | 18.96%-12.8pp | 62.19%-56.0pp | 5.13%+1.0pp |
| Employer contribution / active EE | $4,481 | $1,786+150.9% | $2,850+57.2% | $1,974+127.0% |
| Participant deferral / active EE | $2,187 | $2,248-2.7% | $3,517-37.8% | $3,061-28.5% |
| Admin fee / account holder | $7 | $76-90.6% | $4,510-99.8% | $95-92.5% |