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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $69,980 |
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 | $134,723 | $69,708+93.3% | $67,560+99.4% | $74,478+80.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.27% | -40.67%+52.9pp | 3533.50%-3521.2pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $8,942 | $2,715+229.4% | $2,737+226.7% | $2,626+240.5% |
| Participant deferral / active EE | $10,184 | $3,637+180.0% | $4,004+154.4% | $4,350+134.1% |
| Admin fee / account holder | $180 | $887-79.7% | $3,994-95.5% | $1,946-90.7% |