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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $807 |
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 | $102,241 | $52,450+94.9% | $129,397-21.0% | $74,429+37.4% |
| Participation rate | 99.0% | 53.8%+45.2pp | 69.6%+29.4pp | 67.2%+31.8pp |
| Annual return | 19.07% | 15.65%+3.4pp | 9453.98%-9434.9pp | 1368.38%-1349.3pp |
| Employer contribution / active EE | $3,006 | $1,532+96.2% | $4,154-27.6% | $2,625+14.5% |
| Participant deferral / active EE | $5,038 | $2,797+80.1% | $4,167+20.9% | $4,348+15.9% |
| Admin fee / account holder | $2 | $2,636-99.9% | $7,679-100.0% | $1,944-99.9% |