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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $19,247 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $70,455 | $84,948-17.1% | $70,4620% | $73,412-4.0% |
| Participation rate | 82.1% | 79.9%+2.1pp | 75.1%+7.0pp | 72.2%+9.9pp |
| Annual return | 4.51% | 13.39%-8.9pp | 109.08%-104.6pp | 59.30%-54.8pp |
| Employer contribution / active EE | $3,248 | $2,834+14.6% | $2,737+18.6% | $2,234+45.4% |
| Participant deferral / active EE | $3,884 | $3,387+14.7% | $3,710+4.7% | $3,806+2.0% |
| Admin fee / account holder | $43 | $98-56.2% | $3,845-98.9% | $158-72.8% |