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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $1,265 |
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 | $86,204 | $45,041+91.4% | $63,003+36.8% | $70,131+22.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.53% | 18.76%-3.2pp | 87.59%-72.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $3,430 | $2,052+67.1% | $2,760+24.3% | $2,342+46.4% |
| Participant deferral / active EE | $4,643 | $2,465+88.3% | $3,329+39.5% | $3,332+39.4% |
| Admin fee / account holder | $12 | $2,836-99.6% | $3,600-99.7% | $4,645-99.7% |