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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $81,501 |
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 | $171,796 | $64,705+165.5% | $62,929+173.0% | $67,986+152.7% |
| Participation rate | 93.8% | 65.6%+28.2pp | 73.1%+20.7pp | 57.2%+36.6pp |
| Annual return | 13.80% | 20.31%-6.5pp | 1063.93%-1050.1pp | 31.67%-17.9pp |
| Employer contribution / active EE | $6,272 | $2,376+164.0% | $2,505+150.4% | $2,019+210.7% |
| Participant deferral / active EE | $6,880 | $3,198+115.1% | $3,888+76.9% | $3,358+104.9% |
| Admin fee / account holder | $102 | $1,428-92.8% | $5,065-98.0% | $3,203-96.8% |