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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $2,420 |
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 | $6,958 | $46,325-85.0% | $143,788-95.2% | $64,814-89.3% |
| Participation rate | 97.1% | 64.2%+32.9pp | 80.3%+16.8pp | 71.5%+25.7pp |
| Annual return | -15.64% | -10.05%-5.6pp | -0.03%-15.6pp | 32.84%-48.5pp |
| Employer contribution / active EE | $292 | $1,911-84.7% | $4,952-94.1% | $2,507-88.3% |
| Participant deferral / active EE | $1,032 | $2,647-61.0% | $5,638-81.7% | $4,310-76.1% |
| Admin fee / account holder | $3 | $154-98.1% | $14,675-100.0% | $188-98.5% |