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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $14,132 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,589 | $57,976+45.9% | $63,018+34.2% | $62,293+35.8% |
| Participation rate | 98.8% | 75.9%+22.8pp | 74.8%+24.0pp | 69.5%+29.3pp |
| Annual return | 11.35% | 17.54%-6.2pp | 87.62%-76.3pp | 28.90%-17.5pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,411 | $2,956+49.2% | $3,330+32.5% | $3,169+39.2% |
| Admin fee / account holder | $30 | $276-89.3% | $3,601-99.2% | $479-93.8% |