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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Account ma... | $102,011 |
TIAA3+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $605 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $69,919 | $74,552-6.2% | $63,018+11.0% | $69,631+0.4% |
| Participation rate | 86.3% | 78.3%+8.0pp | 74.8%+11.5pp | 70.7%+15.6pp |
| Annual return | 14.94% | 15.77%-0.8pp | 87.62%-72.7pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $5,239 | $2,929+78.9% | $2,761+89.8% | $2,032+157.8% |
| Participant deferral / active EE | $6,483 | $2,974+118.0% | $3,330+94.7% | $3,224+101.1% |
| Admin fee / account holder | $177 | $59+198.3% | $3,601-95.1% | $110+60.5% |