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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $59,977 |
Filed as: HEALTHCARE COMM. SECURITIES CORP. Service code 16 · EIN 14-1764768 | Consulting | $47,949 |
Service code 12 · EIN 13-3689044 | Participant communication; Account ma... | $1,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $145,803 | $44,989+224.1% | $170,435-14.5% | $77,958+87.0% |
| Participation rate | 37.7% | 64.6%-26.9pp | 83.6%-45.9pp | 71.6%-34.0pp |
| Annual return | 12.82% | 19.61%-6.8pp | 205.94%-193.1pp | 20.87%-8.1pp |
| Employer contribution / active EE | $1,526 | $1,466+4.1% | $5,432-71.9% | $2,310-33.9% |
| Participant deferral / active EE | $3,710 | $2,208+68.0% | $4,939-24.9% | $3,537+4.9% |
| Admin fee / account holder | $107 | $69+55.8% | $13,881-99.2% | $97+10.3% |