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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $95,875 |
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 | $166,965 | $47,766+249.5% | $82,763+101.7% | $64,824+157.6% |
| Participation rate | 97.3% | 67.7%+29.7pp | 72.6%+24.8pp | 71.5%+25.9pp |
| Annual return | -13.30% | -13.06%-0.2pp | 702.45%-715.7pp | 32.84%-46.1pp |
| Employer contribution / active EE | $11,498 | $2,182+427.0% | $3,008+282.2% | $2,507+358.6% |
| Participant deferral / active EE | $8,793 | $3,332+163.9% | $4,395+100.1% | $4,311+104.0% |
| Admin fee / account holder | $92 | $143-35.4% | $5,325-98.3% | $188-50.8% |