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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $103,862 |
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 | $22,021 | $45,382-51.5% | $154,110-85.7% | $75,289-70.8% |
| Participation rate | 82.5% | 65.9%+16.6pp | 83.0%-0.6pp | 72.4%+10.1pp |
| Annual return | -4.79% | -0.47%-4.3pp | 735.22%-740.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $1,449 | $1,533-5.4% | $5,298-72.6% | $2,405-39.7% |
| Participant deferral / active EE | $2,039 | $2,384-14.5% | $5,081-59.9% | $3,739-45.5% |
| Admin fee / account holder | $43 | $89-51.7% | $13,412-99.7% | $102-57.8% |