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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $150 |
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 | $60,140 | $63,433-5.2% | $63,803-5.7% | $64,097-6.2% |
| Participation rate | 96.3% | 65.0%+31.3pp | 72.7%+23.6pp | 55.2%+41.1pp |
| Annual return | 10.87% | 20.74%-9.9pp | 543.72%-532.8pp | 34.64%-23.8pp |
| Employer contribution / active EE | $4,077 | $2,332+74.8% | $2,532+61.0% | $1,891+115.5% |
| Participant deferral / active EE | $3,303 | $3,119+5.9% | $3,843-14.1% | $3,080+7.2% |
| Admin fee / account holder | $1 | $1,489-99.9% | $5,196-100.0% | $3,454-100.0% |