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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $12,638 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,315 | $60,795+5.8% | $69,464-7.4% | $65,185-1.3% |
| Participation rate | 99.0% | 74.9%+24.2pp | 74.6%+24.4pp | 70.2%+28.8pp |
| Annual return | 5.67% | 17.46%-11.8pp | 28.98%-23.3pp | 29.38%-23.7pp |
| Employer contribution / active EE | $3,149 | $2,452+28.4% | $2,779+13.3% | $2,177+44.7% |
| Participant deferral / active EE | $4,272 | $3,162+35.1% | $3,536+20.8% | $3,514+21.6% |
| Admin fee / account holder | $57 | $314-81.9% | $3,840-98.5% | $847-93.3% |