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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 12 · EIN 13-1624203 | Participant communication; Custodial ... | $3,835 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,141 | $54,763+48.2% | $90,324-10.2% | $72,976+11.2% |
| Participation rate | 81.7% | 65.2%+16.5pp | 73.3%+8.4pp | 69.5%+12.2pp |
| Annual return | 23.85% | 30.63%-6.8pp | 78.15%-54.3pp | 81.02%-57.2pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,107 | $2,887+111.5% | $3,885+57.2% | $3,608+69.3% |
| Admin fee / account holder | $37 | $3,973-99.1% | $5,356-99.3% | $5,124-99.3% |