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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 21 · EIN 13-1624203 | Bank Trustee | $51,850 |
MORISON COGEN LLP5 years Service code 10 · EIN 23-1406493 | Accounting | $10,492 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,582 | $60,393+213.9% | $81,820+131.7% | $74,429+154.7% |
| Participation rate | 98.1% | 62.9%+35.2pp | 72.4%+25.7pp | 67.2%+30.9pp |
| Annual return | 13.37% | 16.89%-3.5pp | 777.93%-764.6pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $7,244 | $2,626+175.8% | $2,915+148.5% | $2,625+176.0% |
| Participant deferral / active EE | $10,464 | $3,397+208.0% | $4,323+142.1% | $4,348+140.7% |
| Admin fee / account holder | $296 | $1,491-80.1% | $7,391-96.0% | $1,944-84.8% |