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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $42,019 |
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $597 |
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 | $63,524 | $52,967+19.9% | $172,753-63.2% | $65,186-2.5% |
| Participation rate | 84.9% | 66.2%+18.7pp | 82.6%+2.2pp | 70.2%+14.7pp |
| Annual return | 3.09% | 30.12%-27.0pp | 803.00%-799.9pp | 29.39%-26.3pp |
| Employer contribution / active EE | $3,045 | $2,190+39.0% | $5,144-40.8% | $2,177+39.9% |
| Participant deferral / active EE | $5,668 | $2,471+129.4% | $5,198+9.1% | $3,514+61.3% |
| Admin fee / account holder | $197 | $472-58.3% | $13,956-98.6% | $847-76.8% |