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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 24 · EIN 13-1624203 | Discretionary Trustee | $28,382 |
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 | $91,198 | $105,581-13.6% | $70,462+29.4% | $90,274+1.0% |
| Participation rate | 77.3% | 77.5%-0.2pp | 75.1%+2.2pp | 73.4%+4.0pp |
| Annual return | 11.31% | 14.78%-3.5pp | 109.08%-97.8pp | 53.97%-42.7pp |
| Employer contribution / active EE | $1,364 | $3,304-58.7% | $2,737-50.2% | $2,523-45.9% |
| Participant deferral / active EE | $1,924 | $3,813-49.5% | $3,710-48.1% | $4,231-54.5% |
| Admin fee / account holder | $13 | $68-81.1% | $3,845-99.7% | $114-88.8% |