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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,352 |
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 | $5,167 | $50,151-89.7% | $149,696-96.5% | $80,157-93.6% |
| Participation rate | 90.5% | 64.3%+26.2pp | 78.8%+11.7pp | 72.9%+17.6pp |
| Annual return | 25.85% | 29.80%-4.0pp | 134.46%-108.6pp | 40.39%-14.5pp |
| Employer contribution / active EE | $978 | $1,867-47.6% | $4,821-79.7% | $2,977-67.1% |
| Participant deferral / active EE | $1,888 | $3,194-40.9% | $5,682-66.8% | $5,015-62.4% |
| Admin fee / account holder | $3 | $153-98.3% | $13,212-100.0% | $145-98.2% |