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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 24 · EIN 13-1624203 | Discretionary Trustee | $6,176 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,108 | $85,199-17.7% | $57,196+22.6% | $63,975+9.6% |
| Participation rate | 98.2% | 74.0%+24.2pp | 75.3%+22.9pp | 71.1%+27.1pp |
| Annual return | 5.58% | 10.43%-4.9pp | 14.59%-9.0pp | 48.65%-43.1pp |
| Employer contribution / active EE | $1,772 | $3,446-48.6% | $2,683-33.9% | $2,182-18.8% |
| Participant deferral / active EE | $2,451 | $3,109-21.2% | $3,096-20.8% | $3,356-27.0% |
| Admin fee / account holder | $3 | $39-93.0% | $3,141-99.9% | $70-96.2% |