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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $14,556 |
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 | $94,993 | $43,338+119.2% | $59,887+58.6% | $64,173+48.0% |
| Participation rate | 99.0% | 69.2%+29.8pp | 74.7%+24.3pp | 69.6%+29.4pp |
| Annual return | -2.66% | -1.55%-1.1pp | 3.46%-6.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $3,566 | $2,030+75.7% | $2,722+31.0% | $2,381+49.8% |
| Participant deferral / active EE | $6,762 | $2,547+165.4% | $3,402+98.8% | $3,470+94.9% |
| Admin fee / account holder | $40 | $3,007-98.7% | $3,591-98.9% | $4,887-99.2% |