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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $6,468 |
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 | $44,238 | $43,999+0.5% | $79,467-44.3% | $55,725-20.6% |
| Participation rate | 98.9% | 66.9%+31.9pp | 73.3%+25.5pp | 70.9%+28.0pp |
| Annual return | -4.20% | 1.81%-6.0pp | 718.30%-722.5pp | 244.93%-249.1pp |
| Employer contribution / active EE | $5,116 | $1,830+179.6% | $2,800+82.7% | $2,078+146.2% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $6 | $118-95.2% | $5,104-99.9% | $115-95.1% |