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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 14 · EIN 13-1624203 | Plan Administrator | $154 |
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 | $38,994 | $65,582-40.5% | $64,097-39.2% | $71,529-45.5% |
| Participation rate | 87.1% | 73.2%+13.9pp | 72.3%+14.8pp | 67.9%+19.2pp |
| Annual return | 15.18% | 18.96%-3.8pp | 33.75%-18.6pp | 28.97%-13.8pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,750-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,208 | $3,628-39.1% | $3,881-43.1% | $4,291-48.5% |
| Admin fee / account holder | $0 | $616-99.9% | $3,070-100.0% | $1,588-100.0% |