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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,935 |
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 | $72,659 | $74,552-2.5% | $63,018+15.3% | $69,631+4.3% |
| Participation rate | 84.8% | 78.3%+6.5pp | 74.8%+10.0pp | 70.7%+14.1pp |
| Annual return | 12.89% | 15.77%-2.9pp | 87.62%-74.7pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $1,796 | $2,929-38.7% | $2,761-35.0% | $2,032-11.6% |
| Participant deferral / active EE | $3,533 | $2,974+18.8% | $3,330+6.1% | $3,224+9.6% |
| Admin fee / account holder | $5 | $59-92.0% | $3,601-99.9% | $110-95.7% |