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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 99 · EIN 13-1624203 | Other Fees | $17,976 |
Service code 99 · EIN 47-1411118 | Other Fees | $5,465 |
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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,194 | $47,163+31.9% | $149,696-58.5% | $74,460-16.5% |
| Participation rate | 43.9% | 63.4%-19.5pp | 78.8%-34.8pp | 70.7%-26.8pp |
| Annual return | 19.09% | 22.75%-3.7pp | 134.46%-115.4pp | 34.38%-15.3pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $3,688 | $2,730+35.1% | $5,682-35.1% | $4,530-18.6% |
| Admin fee / account holder | $147 | $343-57.0% | $13,212-98.9% | $348-57.6% |