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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 62 · EIN 13-1624203 | Float revenue | $1,785 |
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 | $67,211 | $52,467+28.1% | $57,196+17.5% | $55,167+21.8% |
| Participation rate | 96.4% | 75.8%+20.5pp | 75.3%+21.0pp | 69.0%+27.4pp |
| Annual return | 2.09% | 7.72%-5.6pp | 14.59%-12.5pp | 169.23%-167.1pp |
| Employer contribution / active EE | $3,645 | $2,477+47.1% | $2,683+35.9% | $1,963+85.7% |
| Participant deferral / active EE | $4,210 | $2,830+48.8% | $3,096+36.0% | $3,054+37.8% |
| Admin fee / account holder | $5 | $269-98.2% | $3,141-99.8% | $504-99.1% |