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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 | $66,009+211.8% | $81,780+151.7% | $77,692+165.0% |
| Participation rate | 94.9% | 65.8%+29.1pp | 72.4%+22.6pp | 70.6%+24.3pp |
| Annual return | 13.15% | 26.66%-13.5pp | 776.27%-763.1pp | 31.25%-18.1pp |
| Employer contribution / active EE | $11,219 | $2,374+372.6% | $2,914+285.0% | $2,726+311.5% |
| Participant deferral / active EE | $8,000 | $3,510+127.9% | $4,321+85.2% | $4,648+72.1% |
| Admin fee / account holder | $73 | $527-86.2% | $7,384-99.0% | $431-83.1% |