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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $2,565 |
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 | $25,371 | $40,275-37.0% | $57,356-55.8% | $59,633-57.5% |
| Participation rate | 88.2% | 69.1%+19.0pp | 75.1%+13.1pp | 68.7%+19.5pp |
| Annual return | 15.34% | 27.52%-12.2pp | 24.41%-9.1pp | 2041.45%-2026.1pp |
| Employer contribution / active EE | $2,151 | $1,921+12.0% | $2,689-20.0% | $2,203-2.3% |
| Participant deferral / active EE | $3,437 | $2,400+43.2% | $3,162+8.7% | $3,192+7.7% |
| Admin fee / account holder | $15 | $2,820-99.5% | $3,357-99.6% | $4,297-99.7% |