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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $20,981 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,559 | $94,833-24.5% | $75,696-5.5% | $86,799-17.6% |
| Participation rate | 95.2% | 79.1%+16.1pp | 74.8%+20.4pp | 72.3%+22.9pp |
| Annual return | 14.27% | 16.91%-2.6pp | 104.53%-90.3pp | 97.91%-83.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,395 | $3,632-34.1% | $3,821-37.3% | $4,131-42.0% |
| Admin fee / account holder | $24 | $109-77.7% | $3,619-99.3% | $170-85.7% |