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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $460 |
Participant 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 | $17,987 | $60,795-70.4% | $69,483-74.1% | $65,186-72.4% |
| Participation rate | 98.9% | 74.9%+24.0pp | 74.6%+24.3pp | 70.2%+28.7pp |
| Annual return | 20.34% | 17.46%+2.9pp | 28.99%-8.6pp | 29.39%-9.0pp |
| Employer contribution / active EE | $1,530 | $2,452-37.6% | $2,780-45.0% | $2,177-29.7% |
| Participant deferral / active EE | $683 | $3,162-78.4% | $3,537-80.7% | $3,514-80.6% |
| Admin fee / account holder | $1 | $314-99.6% | $3,841-100.0% | $847-99.8% |