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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,542 |
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 | $64,695 | $70,083-7.7% | $59,899+8.0% | $55,725+16.1% |
| Participation rate | 87.3% | 78.4%+8.9pp | 74.7%+12.6pp | 70.9%+16.4pp |
| Annual return | -2.79% | 3.13%-5.9pp | 3.46%-6.3pp | 244.93%-247.7pp |
| Employer contribution / active EE | $1,849 | $2,878-35.8% | $2,723-32.1% | $2,078-11.0% |
| Participant deferral / active EE | $3,502 | $3,079+13.7% | $3,402+2.9% | $3,356+4.4% |
| Admin fee / account holder | $19 | $70-72.4% | $3,592-99.5% | $115-83.2% |