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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,073 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $85,993 | $52,467+63.9% | $57,196+50.3% | $55,167+55.9% |
| Participation rate | 99.3% | 75.8%+23.5pp | 75.3%+24.0pp | 69.0%+30.3pp |
| Annual return | 6.31% | 7.72%-1.4pp | 14.59%-8.3pp | 169.23%-162.9pp |
| Employer contribution / active EE | $4,155 | $2,477+67.7% | $2,683+54.9% | $1,963+111.7% |
| Participant deferral / active EE | $3,091 | $2,830+9.2% | $3,096-0.2% | $3,054+1.2% |
| Admin fee / account holder | $29 | $269-89.2% | $3,141-99.1% | $504-94.2% |