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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $15,939 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,013 | $53,204-88.7% | $155,556-96.1% | $200,096-97.0% |
| Participation rate | 95.3% | 64.1%+31.2pp | 78.2%+17.1pp | 72.0%+23.3pp |
| Annual return | 16.12% | 41.02%-24.9pp | 64.84%-48.7pp | 34.26%-18.1pp |
| Employer contribution / active EE | $1,056 | $1,850-42.9% | $4,675-77.4% | $3,038-65.2% |
| Participant deferral / active EE | $1,876 | $3,163-40.7% | $5,631-66.7% | $5,090-63.1% |
| Admin fee / account holder | $7 | $186-96.4% | $15,885-100.0% | $269-97.5% |