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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $8 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,834 | $43,423-72.7% | $78,676-85.0% | $55,167-78.5% |
| Participation rate | 95.9% | 68.0%+27.9pp | 73.6%+22.4pp | 69.0%+26.9pp |
| Annual return | 6.18% | 11.53%-5.3pp | 62.19%-56.0pp | 169.23%-163.1pp |
| Employer contribution / active EE | $610 | $1,997-69.5% | $2,850-78.6% | $1,963-68.9% |
| Participant deferral / active EE | $895 | $2,509-64.3% | $3,517-74.6% | $3,054-70.7% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |