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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,213 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,906 | $91,621-42.3% | $67,511-21.6% | $77,671-31.9% |
| Participation rate | 92.0% | 76.0%+16.0pp | 72.9%+19.1pp | 70.6%+21.4pp |
| Annual return | 16.91% | 14.87%+2.0pp | 3517.41%-3500.5pp | 31.21%-14.3pp |
| Employer contribution / active EE | $498 | $3,184-84.4% | $2,733-81.8% | $2,726-81.7% |
| Participant deferral / active EE | $1,094 | $3,906-72.0% | $4,000-72.6% | $4,648-76.5% |
| Admin fee / account holder | $14 | $176-92.0% | $3,999-99.6% | $430-96.7% |