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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $12,098 |
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 | $83,357 | $51,769+61.0% | $57,356+45.3% | $52,331+59.3% |
| Participation rate | 95.5% | 75.2%+20.3pp | 75.1%+20.4pp | 68.1%+27.4pp |
| Annual return | 1.69% | 2.43%-0.7pp | 24.41%-22.7pp | 4.54%-2.9pp |
| Employer contribution / active EE | $3,260 | $2,335+39.6% | $2,689+21.3% | $1,882+73.3% |
| Participant deferral / active EE | $5,749 | $2,794+105.8% | $3,162+81.8% | $3,022+90.2% |
| Admin fee / account holder | $32 | $295-89.0% | $3,357-99.0% | $592-94.5% |