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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,824 |
Participant contribution per participant 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 | $22,760 | $60,989-62.7% | $60,919-62.6% | $66,949-66.0% |
| Participation rate | 95.6% | 74.5%+21.1pp | 73.1%+22.5pp | 69.8%+25.8pp |
| Annual return | -11.25% | -9.60%-1.6pp | 16.96%-28.2pp | 1.57%-12.8pp |
| Employer contribution / active EE | $1,705 | $2,661-35.9% | $2,704-36.9% | $2,545-33.0% |
| Participant deferral / active EE | $894 | $3,615-75.3% | $3,814-76.6% | $4,239-78.9% |
| Admin fee / account holder | $18 | $338-94.8% | $3,228-99.5% | $594-97.0% |