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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $375 |
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 | $90,879 | $65,072+39.7% | $66,439+36.8% | $65,306+39.2% |
| Participation rate | 98.5% | 69.1%+29.5pp | 74.5%+24.0pp | 57.7%+40.8pp |
| Annual return | 11.70% | 21.50%-9.8pp | 757.66%-746.0pp | 21.94%-10.2pp |
| Employer contribution / active EE | $5,725 | $2,475+131.3% | $2,637+117.1% | $1,967+191.0% |
| Participant deferral / active EE | $7,183 | $3,234+122.1% | $3,876+85.3% | $2,959+142.7% |
| Admin fee / account holder | $1 | $1,323-99.9% | $6,173-100.0% | $3,480-100.0% |