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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $19,203 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $90,723 | $90,003+0.8% | $100,398-9.6% | $77,692+16.8% |
| Participation rate | 84.9% | 81.3%+3.6pp | 81.5%+3.4pp | 70.6%+14.4pp |
| Annual return | 12.87% | 20.61%-7.7pp | 49.32%-36.5pp | 31.25%-18.4pp |
| Employer contribution / active EE | $730 | $3,043-76.0% | $3,946-81.5% | $2,726-73.2% |
| Participant deferral / active EE | $4,594 | $8,287-44.6% | $8,084-43.2% | $4,648-1.2% |
| Admin fee / account holder | $32 | $172-81.2% | $7,893-99.6% | $431-92.5% |