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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $247 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,116 | $52,385-67.3% | $57,347-70.2% | - |
| Participation rate | 98.0% | 68.0%+30.0pp | 75.1%+22.9pp | - |
| Annual return | 2.55% | 89.90%-87.3pp | 24.40%-21.8pp | - |
| Employer contribution / active EE | $3,394 | $2,300+47.6% | $2,689+26.2% | - |
| Participant deferral / active EE | $0 | $2,423-100.0% | $3,162-100.0% | - |
| Admin fee / account holder | $1 | $3,843-100.0% | $3,356-100.0% | - |