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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $72,550 |
Service code 27 · EIN 84-4826355 | Advisory (Plan) | $41,500 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $33,075 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $145,558 | $91,692+58.7% | $67,561+115.4% | $77,714+87.3% |
| Participation rate | 97.3% | 76.0%+21.2pp | 72.9%+24.4pp | 70.6%+26.7pp |
| Annual return | 11.02% | 14.88%-3.9pp | 3525.44%-3514.4pp | 31.26%-20.2pp |
| Employer contribution / active EE | $4,372 | $3,188+37.2% | $2,735+59.9% | $2,727+60.3% |
| Participant deferral / active EE | $6,822 | $3,912+74.4% | $4,003+70.4% | $4,649+46.7% |
| Admin fee / account holder | $83 | $245-66.1% | $4,006-97.9% | $433-80.9% |