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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $50,176 |
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $643 |
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 | $64,472 | $58,895+9.5% | $178,503-63.9% | $73,497-12.3% |
| Participation rate | 88.2% | 66.2%+22.0pp | 81.9%+6.3pp | 70.7%+17.6pp |
| Annual return | 7.16% | 24.86%-17.7pp | 151.12%-144.0pp | 28.51%-21.4pp |
| Employer contribution / active EE | $2,964 | $2,236+32.6% | $5,011-40.9% | $2,270+30.6% |
| Participant deferral / active EE | $5,816 | $2,567+126.6% | $5,202+11.8% | $3,740+55.5% |
| Admin fee / account holder | $203 | $400-49.3% | $13,987-98.5% | $513-60.5% |