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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 | $69,774+323.3% | $67,575+337.0% | $74,459+296.6% |
| Participation rate | 93.6% | 71.4%+22.2pp | 72.9%+20.6pp | 67.2%+26.3pp |
| Annual return | 12.35% | -40.53%+52.9pp | 3528.98%-3516.6pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $8,775 | $2,710+223.8% | $2,736+220.8% | $2,626+234.2% |
| Participant deferral / active EE | $9,452 | $3,636+159.9% | $4,003+136.1% | $4,350+117.3% |
| Admin fee / account holder | $292 | $890-67.2% | $3,993-92.7% | $1,945-85.0% |