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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $843 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,972 | $46,360-5.2% | $147,618-70.2% | $52,331-16.0% |
| Participation rate | 50.9% | 64.9%-14.1pp | 84.6%-33.8pp | 68.1%-17.2pp |
| Annual return | 1.58% | 1.62%0pp | 61.98%-60.4pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,506 | $2,126-29.1% | $5,565-72.9% | $1,882-19.9% |
| Participant deferral / active EE | $1,887 | $2,258-16.4% | $4,895-61.4% | $3,022-37.5% |
| Admin fee / account holder | $9 | $766-98.8% | $11,612-99.9% | $592-98.5% |