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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $51,346 |
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 | $118,394 | $60,989+94.1% | $60,906+94.4% | $66,938+76.9% |
| Participation rate | 91.1% | 74.5%+16.6pp | 73.1%+18.0pp | 69.8%+21.2pp |
| Annual return | -13.92% | -9.60%-4.3pp | 16.94%-30.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $4,524 | $2,661+70.0% | $2,703+67.4% | $2,545+77.8% |
| Participant deferral / active EE | $5,702 | $3,615+57.7% | $3,814+49.5% | $4,238+34.5% |
| Admin fee / account holder | $64 | $338-81.2% | $3,227-98.0% | $594-89.3% |