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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $10,398 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,140 | $50,860-80.1% | $155,574-93.5% | $77,714-87.0% |
| Participation rate | 96.2% | 63.1%+33.1pp | 78.2%+18.0pp | 70.6%+25.6pp |
| Annual return | 14.65% | 34.86%-20.2pp | 64.87%-50.2pp | 31.26%-16.6pp |
| Employer contribution / active EE | $327 | $1,991-83.6% | $4,676-93.0% | $2,727-88.0% |
| Participant deferral / active EE | $1,349 | $2,825-52.3% | $5,629-76.0% | $4,649-71.0% |
| Admin fee / account holder | $11 | $436-97.4% | $15,914-99.9% | $433-97.4% |