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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $25,025 |
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 | $57,844 | $38,165+51.6% | $189,758-69.5% | $69,255-16.5% |
| Participation rate | 70.4% | 66.7%+3.7pp | 79.8%-9.4pp | 69.0%+1.4pp |
| Annual return | 10.32% | 14.65%-4.3pp | 52.62%-42.3pp | 26.73%-16.4pp |
| Employer contribution / active EE | $1,366 | $1,589-14.0% | $4,767-71.3% | $2,645-48.4% |
| Participant deferral / active EE | $3,390 | $2,073+63.5% | $5,856-42.1% | $2,890+17.3% |
| Admin fee / account holder | $70 | $714-90.2% | $20,388-99.7% | $733-90.4% |