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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 | $63,433+170.8% | $63,803+169.3% | $64,097+168.0% |
| Participation rate | 93.8% | 65.0%+28.8pp | 72.7%+21.1pp | 55.2%+38.6pp |
| Annual return | 13.80% | 20.74%-6.9pp | 543.72%-529.9pp | 34.64%-20.8pp |
| Employer contribution / active EE | $6,272 | $2,332+169.0% | $2,532+147.7% | $1,891+231.6% |
| Participant deferral / active EE | $6,880 | $3,119+120.6% | $3,843+79.0% | $3,080+123.4% |
| Admin fee / account holder | $102 | $1,489-93.1% | $5,196-98.0% | $3,454-97.0% |