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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $72,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,936 | $44,989-49.0% | $170,435-86.5% | $77,958-70.6% |
| Participation rate | 67.8% | 64.6%+3.2pp | 83.6%-15.8pp | 71.6%-3.8pp |
| Annual return | 19.07% | 19.61%-0.5pp | 205.94%-186.9pp | 20.87%-1.8pp |
| Employer contribution / active EE | $1,078 | $1,466-26.5% | $5,432-80.2% | $2,310-53.3% |
| Participant deferral / active EE | $1,661 | $2,208-24.7% | $4,939-66.4% | $3,537-53.0% |
| Admin fee / account holder | $34 | $69-51.3% | $13,881-99.8% | $97-65.5% |