| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,775 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $252,904 | $105,581+139.5% | $70,492+258.8% | $90,274+180.2% |
| Participation rate | 98.5% | 77.5%+21.0pp | 75.1%+23.5pp | 73.4%+25.2pp |
| Annual return | 12.85% | 14.78%-1.9pp | 109.16%-96.3pp | 53.97%-41.1pp |
| Employer contribution / active EE | $9,422 | $3,304+185.2% | $2,738+244.1% | $2,523+273.4% |
| Participant deferral / active EE | $9,940 | $3,813+160.7% | $3,711+167.9% | $4,231+135.0% |
| Admin fee / account holder | $1 | $68-99.0% | $3,848-100.0% | $114-99.4% |