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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $149,580 |
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 | $24,402 | $56,095-56.5% | $178,510-86.3% | $90,274-73.0% |
| Participation rate | 85.7% | 65.6%+20.2pp | 81.9%+3.8pp | 73.4%+12.4pp |
| Annual return | 17.25% | 28.81%-11.6pp | 151.13%-133.9pp | 53.97%-36.7pp |
| Employer contribution / active EE | $1,285 | $1,572-18.3% | $5,011-74.4% | $2,523-49.1% |
| Participant deferral / active EE | $1,904 | $2,669-28.6% | $5,202-63.4% | $4,231-55.0% |
| Admin fee / account holder | $40 | $101-60.1% | $13,988-99.7% | $114-64.8% |