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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $822 |
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 | $48,350 | $52,467-7.8% | $57,196-15.5% | $55,167-12.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 101.54% | 7.72%+93.8pp | 14.59%+87.0pp | 169.23%-67.7pp |
| Employer contribution / active EE | $2,741 | $2,477+10.6% | $2,683+2.2% | $1,963+39.7% |
| Participant deferral / active EE | $4,044 | $2,830+42.9% | $3,096+30.6% | $3,054+32.4% |
| Admin fee / account holder | $2 | $269-99.2% | $3,141-99.9% | $504-99.6% |