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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 19 · EIN 13-1624203 | Securities Custodian | $815 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,238 | $91,692-44.1% | $67,561-24.2% | $77,714-34.1% |
| Participation rate | 72.5% | 76.0%-3.6pp | 72.9%-0.4pp | 70.6%+1.9pp |
| Annual return | 23.87% | 14.88%+9.0pp | 3525.44%-3501.6pp | 31.26%-7.4pp |
| Employer contribution / active EE | $136 | $3,188-95.7% | $2,735-95.0% | $2,727-95.0% |
| Participant deferral / active EE | $1,748 | $3,912-55.3% | $4,003-56.3% | $4,649-62.4% |
| Admin fee / account holder | $5 | $245-97.9% | $4,006-99.9% | $433-98.8% |