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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 99 · EIN 13-1624203 | Other Fees | $17,227 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,766 | $45,123-36.2% | $85,240-66.3% | $74,478-61.4% |
| Participation rate | 54.0% | 49.4%+4.6pp | 67.5%-13.5pp | 67.2%-13.2pp |
| Annual return | 14.97% | 26.32%-11.4pp | 66.75%-51.8pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $1,107 | $1,459-24.1% | $2,735-59.5% | $2,626-57.9% |
| Participant deferral / active EE | $1,356 | $2,736-50.5% | $4,527-70.1% | $4,350-68.8% |
| Admin fee / account holder | $102 | $2,215-95.4% | $6,165-98.4% | $1,946-94.8% |