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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $53,231 |
Service code 28 · EIN 95-4839031 | Investment Management | $28,778 |
Service code 10 · EIN 95-4345526 | Accounting | $22,708 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $295,323 | $69,745+323.4% | $67,511+337.4% | $74,546+296.2% |
| Participation rate | 93.6% | 71.3%+22.2pp | 72.9%+20.7pp | 67.2%+26.4pp |
| Annual return | 12.35% | -40.37%+52.7pp | 3517.41%-3505.1pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $8,775 | $2,705+224.4% | $2,733+221.1% | $2,624+234.4% |
| Participant deferral / active EE | $9,452 | $3,636+160.0% | $4,000+136.3% | $4,347+117.4% |
| Admin fee / account holder | $292 | $894-67.4% | $3,999-92.7% | $1,944-85.0% |