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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 | $91,710-42.3% | $67,560-21.7% | $77,762-32.0% |
| Participation rate | 92.0% | 76.0%+16.0pp | 72.9%+19.0pp | 70.6%+21.4pp |
| Annual return | 16.91% | 14.88%+2.0pp | 3533.50%-3516.6pp | 31.27%-14.4pp |
| Employer contribution / active EE | $498 | $3,187-84.4% | $2,737-81.8% | $2,728-81.7% |
| Participant deferral / active EE | $1,094 | $3,911-72.0% | $4,004-72.7% | $4,651-76.5% |
| Admin fee / account holder | $14 | $245-94.2% | $3,994-99.6% | $433-96.7% |