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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $9,086 |
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 | $67,719 | $45,050+50.3% | $63,018+7.5% | $70,126-3.4% |
| Participation rate | 99.0% | 69.5%+29.4pp | 74.8%+24.2pp | 69.5%+29.4pp |
| Annual return | 15.60% | 18.76%-3.2pp | 87.62%-72.0pp | 73.15%-57.5pp |
| Employer contribution / active EE | $4,658 | $2,052+127.0% | $2,761+68.7% | $2,343+98.9% |
| Participant deferral / active EE | $9,418 | $2,466+282.0% | $3,330+182.9% | $3,332+182.7% |
| Admin fee / account holder | $36 | $2,834-98.7% | $3,601-99.0% | $4,645-99.2% |