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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 14 · EIN 13-1624203 | Plan Administrator | $478 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,108 | $65,582-11.4% | $64,101-9.3% | $71,511-18.7% |
| Participation rate | 97.4% | 73.2%+24.2pp | 72.3%+25.1pp | 67.9%+29.5pp |
| Annual return | 14.70% | 18.96%-4.3pp | 33.72%-19.0pp | 28.86%-14.2pp |
| Employer contribution / active EE | $475 | $2,671-82.2% | $2,749-82.7% | $2,589-81.6% |
| Participant deferral / active EE | $1,242 | $3,628-65.8% | $3,881-68.0% | $4,291-71.0% |
| Admin fee / account holder | $1 | $616-99.9% | $3,070-100.0% | $1,588-100.0% |