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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2,772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,908 | $84,948-30.7% | $70,462-16.4% | $73,412-19.8% |
| Participation rate | 62.4% | 79.9%-17.5pp | 75.1%-12.6pp | 72.2%-9.8pp |
| Annual return | 4.26% | 13.39%-9.1pp | 109.08%-104.8pp | 59.30%-55.0pp |
| Employer contribution / active EE | $1,508 | $2,834-46.8% | $2,737-44.9% | $2,234-32.5% |
| Participant deferral / active EE | $1,907 | $3,387-43.7% | $3,710-48.6% | $3,806-49.9% |
| Admin fee / account holder | $5 | $98-95.3% | $3,845-99.9% | $158-97.1% |