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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $25,985 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,083 |
MARCUM LLP1 year Filed as: MARCUM, LLP Service code 10 · EIN 11-1986323 | Accounting | $15,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,672 | $60,323+124.9% | $81,812+65.8% | $74,495+82.1% |
| Participation rate | 0.0% | 62.9%-62.9pp | 72.3%-72.3pp | 67.2%-67.2pp |
| Annual return | 11.01% | 16.90%-5.9pp | 773.79%-762.8pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $8,808 | $2,620+236.2% | $2,912+202.5% | $2,623+235.8% |
| Participant deferral / active EE | $7,260 | $3,387+114.3% | $4,319+68.1% | $4,346+67.1% |
| Admin fee / account holder | $105 | $1,486-93.0% | $7,386-98.6% | $1,942-94.6% |