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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $132 |
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 | $70,181 | $51,769+35.6% | $57,356+22.4% | $52,331+34.1% |
| Participation rate | 97.3% | 75.2%+22.0pp | 75.1%+22.2pp | 68.1%+29.2pp |
| Annual return | 3.21% | 2.43%+0.8pp | 24.41%-21.2pp | 4.54%-1.3pp |
| Employer contribution / active EE | $1,365 | $2,335-41.6% | $2,689-49.2% | $1,882-27.5% |
| Participant deferral / active EE | $3,871 | $2,794+38.5% | $3,162+22.4% | $3,022+28.1% |
| Admin fee / account holder | $0 | $295-99.9% | $3,357-100.0% | $592-99.9% |