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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $1,894 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,093 | $52,467-29.3% | $57,196-35.1% | $55,167-32.8% |
| Participation rate | 71.7% | 75.8%-4.1pp | 75.3%-3.6pp | 69.0%+2.7pp |
| Annual return | 7.18% | 7.72%-0.5pp | 14.59%-7.4pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,343 | $2,477-5.4% | $2,683-12.7% | $1,963+19.4% |
| Participant deferral / active EE | $3,648 | $2,830+28.9% | $3,096+17.8% | $3,054+19.4% |
| Admin fee / account holder | $10 | $269-96.3% | $3,141-99.7% | $504-98.0% |