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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 19 · EIN 13-1624203 | Securities Custodian | $625 |
Filed as: TRANSAMERICA Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Di... | $40 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,856 | $92,071-40.4% | $63,803-14.0% | $71,012-22.8% |
| Participation rate | 89.4% | 73.7%+15.7pp | 72.7%+16.7pp | 58.6%+30.8pp |
| Annual return | 14.32% | 13.14%+1.2pp | 543.72%-529.4pp | 37.67%-23.4pp |
| Employer contribution / active EE | $1,031 | $3,085-66.6% | $2,532-59.3% | $2,348-56.1% |
| Participant deferral / active EE | $2,372 | $3,765-37.0% | $3,843-38.3% | $3,246-26.9% |
| Admin fee / account holder | $4 | $227-98.0% | $5,196-99.9% | $1,167-99.6% |