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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $25,025 |
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 | $57,844 | $36,002+60.7% | $161,489-64.2% | $64,728-10.6% |
| Participation rate | 70.4% | 57.4%+13.0pp | 78.7%-8.3pp | 57.9%+12.5pp |
| Annual return | 10.32% | 33.93%-23.6pp | 89.72%-79.4pp | 49.38%-39.1pp |
| Employer contribution / active EE | $1,366 | $1,380-1.0% | $4,268-68.0% | $2,243-39.1% |
| Participant deferral / active EE | $3,390 | $1,815+86.8% | $5,630-39.8% | $2,729+24.2% |
| Admin fee / account holder | $70 | $931-92.5% | $16,006-99.6% | $1,145-93.9% |