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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,105 |
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 | $57,899 | $47,977+20.7% | $154,108-62.4% | $56,289+2.9% |
| Participation rate | 99.3% | 66.2%+33.2pp | 83.0%+16.3pp | 69.9%+29.5pp |
| Annual return | 11.45% | 3.54%+7.9pp | 735.21%-723.8pp | -9.96%+21.4pp |
| Employer contribution / active EE | $3,171 | $2,169+46.2% | $5,298-40.1% | $2,111+50.2% |
| Participant deferral / active EE | $6,101 | $2,392+155.1% | $5,081+20.1% | $3,350+82.1% |
| Admin fee / account holder | $178 | $438-59.4% | $13,411-98.7% | $521-65.8% |