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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $76,645 |
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 | $186,626 | $52,188+257.6% | $86,656+115.4% | $74,473+150.6% |
| Participation rate | 90.8% | 66.3%+24.4pp | 71.7%+19.1pp | 70.7%+20.0pp |
| Annual return | 16.71% | 44.46%-27.8pp | 593.09%-576.4pp | 34.36%-17.7pp |
| Employer contribution / active EE | $10,254 | $2,282+349.4% | $3,025+238.9% | $2,638+288.6% |
| Participant deferral / active EE | $7,825 | $3,383+131.3% | $4,439+76.3% | $4,530+72.7% |
| Admin fee / account holder | $73 | $319-77.2% | $5,619-98.7% | $347-79.0% |