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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $129,099 | $91,420+41.2% | $57,196+125.7% | $65,292+97.7% |
| Participation rate | 12.2% | 72.6%-60.4pp | 75.3%-63.1pp | 72.4%-60.2pp |
| Annual return | 8.78% | 7.55%+1.2pp | 14.59%-5.8pp | 11.84%-3.1pp |
| Employer contribution / active EE | $0 | $3,776-100.0% | $2,683-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $312 | $3,512-91.1% | $3,096-89.9% | $3,579-91.3% |
| Admin fee / account holder | $0 | $22-99.5% | $3,141-100.0% | $57-99.8% |