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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 51-0396365 | Direct Payment | $124,586 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $16,156 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,428 | $46,332+2.4% | $143,797-67.0% | $64,824-26.8% |
| Participation rate | 99.6% | 64.2%+35.3pp | 80.3%+19.3pp | 71.5%+28.1pp |
| Annual return | -15.17% | -10.05%-5.1pp | -0.04%-15.1pp | 32.84%-48.0pp |
| Employer contribution / active EE | $1,999 | $1,911+4.6% | $4,952-59.6% | $2,507-20.3% |
| Participant deferral / active EE | $3,691 | $2,647+39.4% | $5,638-34.5% | $4,311-14.4% |
| Admin fee / account holder | $124 | $154-19.3% | $14,679-99.2% | $188-33.9% |