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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,731 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,737 | $74,706-65.5% | $75,731-66.0% | $79,389-67.6% |
| Participation rate | 95.9% | 75.3%+20.6pp | 74.8%+21.1pp | 70.7%+25.2pp |
| Annual return | 12.64% | 18.52%-5.9pp | 104.65%-92.0pp | 116.89%-104.3pp |
| Employer contribution / active EE | $2,529 | $2,590-2.3% | $2,743-7.8% | $2,428+4.2% |
| Participant deferral / active EE | $983 | $3,533-72.2% | $3,820-74.3% | $4,046-75.7% |
| Admin fee / account holder | $28 | $374-92.6% | $3,620-99.2% | $626-95.6% |