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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $1,711 |
Filed as: VALIC Service code 13 · EIN 74-1625348 | Contract Administrator | $30 |
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 | $37,827 | $51,769-26.9% | $57,356-34.0% | $52,331-27.7% |
| Participation rate | 95.1% | 75.2%+19.9pp | 75.1%+20.0pp | 68.1%+27.0pp |
| Annual return | 1.76% | 2.43%-0.7pp | 24.41%-22.6pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,882 | $2,335-19.4% | $2,689-30.0% | $1,8820% |
| Participant deferral / active EE | $2,360 | $2,794-15.5% | $3,162-25.4% | $3,022-21.9% |
| Admin fee / account holder | $13 | $295-95.5% | $3,357-99.6% | $592-97.8% |