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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Account ma... | $71,024 |
TIAA2+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $187 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $61,228 | $68,408-10.5% | $57,196+7.0% | $57,658+6.2% |
| Participation rate | 85.5% | 79.1%+6.4pp | 75.3%+10.2pp | 70.2%+15.3pp |
| Annual return | 7.56% | 8.51%-1.0pp | 14.59%-7.0pp | 5.13%+2.4pp |
| Employer contribution / active EE | $5,306 | $2,869+84.9% | $2,683+97.8% | $1,974+168.8% |
| Participant deferral / active EE | $6,433 | $2,903+121.6% | $3,096+107.8% | $3,061+110.2% |
| Admin fee / account holder | $131 | $70+88.6% | $3,141-95.8% | $95+39.0% |