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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 99 · EIN 13-1624203 | Other Fees | $13,278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,975 | $65,092-14.0% | $143,799-61.1% | $66,938-16.4% |
| Participation rate | 43.5% | 65.2%-21.7pp | 80.3%-36.9pp | 69.8%-26.4pp |
| Annual return | -14.47% | -11.14%-3.3pp | -0.04%-14.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,332 | $2,920+14.1% | $5,638-40.9% | $4,238-21.4% |
| Admin fee / account holder | $123 | $502-75.5% | $14,677-99.2% | $594-79.2% |