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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 62 · EIN 13-1624203 | Float revenue | $1,897 |
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 | $73,787 | $57,976+27.3% | $63,018+17.1% | $62,293+18.5% |
| Participation rate | 94.9% | 75.9%+19.0pp | 74.8%+20.1pp | 69.5%+25.4pp |
| Annual return | 12.58% | 17.54%-5.0pp | 87.62%-75.0pp | 28.90%-16.3pp |
| Employer contribution / active EE | $3,819 | $2,415+58.1% | $2,761+38.3% | $2,042+87.0% |
| Participant deferral / active EE | $4,409 | $2,956+49.2% | $3,330+32.4% | $3,169+39.1% |
| Admin fee / account holder | $5 | $276-98.2% | $3,601-99.9% | $479-98.9% |