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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $387 |
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 | $85,317 | $48,432+76.2% | $121,204-29.6% | $71,511+19.3% |
| Participation rate | 97.1% | 54.3%+42.8pp | 69.5%+27.6pp | 67.9%+29.2pp |
| Annual return | 10.95% | 23.28%-12.3pp | 987.18%-976.2pp | 28.86%-17.9pp |
| Employer contribution / active EE | $2,987 | $1,493+100.1% | $4,170-28.4% | $2,589+15.4% |
| Participant deferral / active EE | $5,141 | $2,756+86.5% | $4,083+25.9% | $4,291+19.8% |
| Admin fee / account holder | $1 | $1,845-100.0% | $5,651-100.0% | $1,588-99.9% |