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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $1,368 |
TIAA1 year Filed as: TIAA CREF Service code 65 · EIN 13-1624203 | Account Maintenance | $162 |
Employer 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 | $23,877 | $85,199-72.0% | $57,196-58.3% | $63,975-62.7% |
| Participation rate | 76.1% | 74.0%+2.1pp | 75.3%+0.8pp | 71.1%+5.0pp |
| Annual return | 8.98% | 10.43%-1.4pp | 14.59%-5.6pp | 48.65%-39.7pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,683-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,070 | $3,109-33.4% | $3,096-33.1% | $3,356-38.3% |
| Admin fee / account holder | $1 | $39-96.7% | $3,141-100.0% | $70-98.2% |