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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 62 · EIN 13-1624203 | Float revenue | $11,309 |
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 | $78,897 | $55,002+43.4% | $59,899+31.7% | $56,289+40.2% |
| Participation rate | 95.9% | 75.9%+20.0pp | 74.7%+21.2pp | 69.9%+26.0pp |
| Annual return | 11.44% | 1.13%+10.3pp | 3.46%+8.0pp | -9.96%+21.4pp |
| Employer contribution / active EE | $3,790 | $2,448+54.8% | $2,723+39.2% | $2,111+79.5% |
| Participant deferral / active EE | $4,521 | $3,121+44.9% | $3,402+32.9% | $3,350+35.0% |
| Admin fee / account holder | $29 | $236-87.9% | $3,592-99.2% | $521-94.5% |