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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 | $65,960+212.1% | $81,882+151.4% | $77,762+164.7% |
| Participation rate | 94.9% | 65.8%+29.1pp | 72.4%+22.5pp | 70.6%+24.3pp |
| Annual return | 13.15% | 26.64%-13.5pp | 779.47%-766.3pp | 31.27%-18.1pp |
| Employer contribution / active EE | $11,219 | $2,375+372.4% | $2,916+284.7% | $2,728+311.2% |
| Participant deferral / active EE | $8,000 | $3,505+128.2% | $4,323+85.1% | $4,651+72.0% |
| Admin fee / account holder | $73 | $526-86.2% | $7,360-99.0% | $433-83.2% |