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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,412 |
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 | $34,364 | $65,322-47.4% | $70,476-51.2% | $73,493-53.2% |
| Participation rate | 74.3% | 77.0%-2.7pp | 75.1%-0.8pp | 70.7%+3.6pp |
| Annual return | 18.42% | 15.71%+2.7pp | 109.12%-90.7pp | 28.51%-10.1pp |
| Employer contribution / active EE | $1,350 | $2,460-45.1% | $2,738-50.7% | $2,270-40.5% |
| Participant deferral / active EE | $2,091 | $3,375-38.0% | $3,710-43.6% | $3,740-44.1% |
| Admin fee / account holder | $29 | $214-86.4% | $3,847-99.2% | $513-94.3% |