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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $3,780 |
Participant contribution per participant 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 | $170,186 | $70,083+142.8% | $59,883+184.2% | $55,725+205.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | 47.72% | 3.13%+44.6pp | 3.46%+44.3pp | 244.93%-197.2pp |
| Employer contribution / active EE | $3,932 | $2,878+36.6% | $2,722+44.4% | $2,078+89.2% |
| Participant deferral / active EE | $511 | $3,079-83.4% | $3,402-85.0% | $3,356-84.8% |
| Admin fee / account holder | $6 | $70-92.0% | $3,591-99.8% | $115-95.1% |