Filed August 31, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $604 |
Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $438 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,448 | $79,151+61.0% | $60,906+109.3% | $64,819+96.6% |
| Participation rate | 89.0% | 77.7%+11.3pp | 73.1%+15.9pp | 71.5%+17.5pp |
| Annual return | -10.76% | -7.12%-3.6pp | 16.94%-27.7pp | 32.84%-43.6pp |
| Employer contribution / active EE | $3,187 | $3,052+4.4% | $2,703+17.9% | $2,507+27.1% |
| Participant deferral / active EE | $6,203 | $3,727+66.4% | $3,814+62.6% | $4,311+43.9% |
| Admin fee / account holder | $10 | $106-90.4% | $3,227-99.7% | $188-94.6% |