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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $1,684 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $59,535 | $43,423+37.1% | $78,676-24.3% | $55,167+7.9% |
| Participation rate | 95.9% | 68.0%+27.9pp | 73.6%+22.3pp | 69.0%+26.9pp |
| Annual return | 6.02% | 11.53%-5.5pp | 62.19%-56.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $177 | $1,997-91.1% | $2,850-93.8% | $1,963-91.0% |
| Participant deferral / active EE | $250 | $2,509-90.1% | $3,517-92.9% | $3,054-91.8% |
| Admin fee / account holder | $2 | $416-99.5% | $4,510-100.0% | $504-99.6% |