| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $600 |
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 | $230,304 | $204,517+12.6% | $69,480+231.5% | $77,775+196.1% |
| Participation rate | 99.1% | 74.6%+24.5pp | 74.6%+24.5pp | 73.2%+25.9pp |
| Annual return | 17.11% | 22.10%-5.0pp | 28.99%-11.9pp | 32.58%-15.5pp |
| Employer contribution / active EE | $9,112 | $3,548+156.8% | $2,780+227.8% | $2,504+263.9% |
| Participant deferral / active EE | $8,844 | $3,478+154.3% | $3,537+150.0% | $3,966+123.0% |
| Admin fee / account holder | $0 | $101-99.9% | $3,840-100.0% | $100-99.9% |