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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 | $50,902-80.1% | $155,534-93.5% | $77,736-87.0% |
| Participation rate | 96.2% | 63.1%+33.1pp | 78.2%+18.0pp | 70.6%+25.6pp |
| Annual return | 14.65% | 34.85%-20.2pp | 64.92%-50.3pp | 31.26%-16.6pp |
| Employer contribution / active EE | $327 | $1,991-83.6% | $4,675-93.0% | $2,728-88.0% |
| Participant deferral / active EE | $1,349 | $2,824-52.2% | $5,630-76.0% | $4,651-71.0% |
| Admin fee / account holder | $11 | $437-97.5% | $15,900-99.9% | $433-97.4% |