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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $492 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,851 | $57,976-60.6% | $63,005-63.7% | $62,293-63.3% |
| Participation rate | 98.8% | 75.9%+22.9pp | 74.8%+24.0pp | 69.5%+29.3pp |
| Annual return | 8.25% | 17.54%-9.3pp | 87.59%-79.3pp | 28.90%-20.6pp |
| Employer contribution / active EE | $1,560 | $2,415-35.4% | $2,760-43.5% | $2,042-23.6% |
| Participant deferral / active EE | $545 | $2,956-81.6% | $3,329-83.6% | $3,169-82.8% |
| Admin fee / account holder | $3 | $276-99.0% | $3,599-99.9% | $479-99.4% |