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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 | $50,820-80.0% | $155,567-93.5% | $77,671-86.9% |
| Participation rate | 96.2% | 63.1%+33.1pp | 78.2%+18.0pp | 70.6%+25.6pp |
| Annual return | 14.65% | 34.85%-20.2pp | 64.74%-50.1pp | 31.21%-16.6pp |
| Employer contribution / active EE | $327 | $1,993-83.6% | $4,674-93.0% | $2,726-88.0% |
| Participant deferral / active EE | $1,349 | $2,823-52.2% | $5,628-76.0% | $4,648-71.0% |
| Admin fee / account holder | $11 | $436-97.4% | $15,916-99.9% | $430-97.4% |