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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $4,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,515 | $55,002-30.0% | $59,899-35.7% | $56,289-31.6% |
| Participation rate | 57.4% | 75.9%-18.5pp | 74.7%-17.2pp | 69.9%-12.4pp |
| Annual return | -3.84% | 1.13%-5.0pp | 3.46%-7.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,957 | $2,448-20.1% | $2,723-28.1% | $2,111-7.3% |
| Participant deferral / active EE | $2,973 | $3,121-4.7% | $3,402-12.6% | $3,350-11.2% |
| Admin fee / account holder | $21 | $236-91.0% | $3,592-99.4% | $521-95.9% |