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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 99 · EIN 13-1624203 | Other Fees | $25,319 |
Service code 99 · EIN 47-1411118 | Other Fees | $7,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,235 | $50,860+34.2% | $155,574-56.1% | $77,714-12.2% |
| Participation rate | 45.3% | 63.1%-17.8pp | 78.2%-32.9pp | 70.6%-25.3pp |
| Annual return | 15.10% | 34.86%-19.8pp | 64.87%-49.8pp | 31.26%-16.2pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $3,794 | $2,825+34.3% | $5,629-32.6% | $4,649-18.4% |
| Admin fee / account holder | $185 | $436-57.5% | $15,914-98.8% | $433-57.2% |