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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $6,680 |
Filed as: ALLIANT RETIREMENT SERVICE Service code 10 · EIN 33-0785439 | Accounting | $5,000 |
TIAA1+ years Service code 60 · EIN 13-1624203 | Sub-TA Fees | $230 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Annual investment return 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 | $21,577 | $85,199-74.7% | $57,196-62.3% | $63,975-66.3% |
| Participation rate | 94.9% | 74.0%+20.9pp | 75.3%+19.6pp | 71.1%+23.8pp |
| Annual return | 2.44% | 10.43%-8.0pp | 14.59%-12.2pp | 48.65%-46.2pp |
| Employer contribution / active EE | $2,979 | $3,446-13.5% | $2,683+11.0% | $2,182+36.6% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,096-100.0% | $3,356-100.0% |
| Admin fee / account holder | $9 | $39-75.9% | $3,141-99.7% | $70-86.8% |