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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 | $65,084+39.6% | $67,681+34.3% | $64,340+41.2% |
| Participation rate | 98.5% | 66.7%+31.8pp | 73.7%+24.8pp | 55.2%+43.3pp |
| Annual return | 11.70% | 20.50%-8.8pp | 590.58%-578.9pp | 24.14%-12.4pp |
| Employer contribution / active EE | $5,725 | $2,398+138.7% | $2,678+113.8% | $1,862+207.5% |
| Participant deferral / active EE | $7,183 | $3,210+123.7% | $3,976+80.7% | $2,980+141.0% |
| Admin fee / account holder | $1 | $1,415-99.9% | $6,100-100.0% | $3,703-100.0% |