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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 65 · EIN 13-1624203 | Account Maintenance | $1,866 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,367 | $48,337+58.0% | $67,560+13.0% | $80,959-5.7% |
| Participation rate | 94.6% | 66.4%+28.1pp | 72.9%+21.6pp | 67.7%+26.9pp |
| Annual return | 11.56% | 18.26%-6.7pp | 3533.50%-3521.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $3,862 | $2,023+91.0% | $2,737+41.1% | $2,757+40.1% |
| Participant deferral / active EE | $4,830 | $2,928+64.9% | $4,004+20.6% | $4,300+12.3% |
| Admin fee / account holder | $4 | $3,695-99.9% | $3,994-99.9% | $6,925-99.9% |