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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $79,156 |
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 | $205,850 | $66,004+211.9% | $81,820+151.6% | $77,714+164.9% |
| Participation rate | 94.9% | 65.8%+29.1pp | 72.4%+22.5pp | 70.6%+24.3pp |
| Annual return | 13.15% | 26.65%-13.5pp | 777.93%-764.8pp | 31.26%-18.1pp |
| Employer contribution / active EE | $11,219 | $2,375+372.4% | $2,915+284.9% | $2,727+311.4% |
| Participant deferral / active EE | $8,000 | $3,508+128.1% | $4,323+85.1% | $4,649+72.1% |
| Admin fee / account holder | $73 | $527-86.2% | $7,391-99.0% | $433-83.2% |