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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $126,715 |
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 | $23,079 | $47,456-51.4% | $172,757-86.6% | $77,775-70.3% |
| Participation rate | 85.5% | 66.3%+19.2pp | 82.6%+2.8pp | 73.2%+12.3pp |
| Annual return | 21.89% | 35.57%-13.7pp | 803.06%-781.2pp | 32.58%-10.7pp |
| Employer contribution / active EE | $1,317 | $1,574-16.3% | $5,144-74.4% | $2,504-47.4% |
| Participant deferral / active EE | $1,909 | $2,560-25.4% | $5,198-63.3% | $3,966-51.9% |
| Admin fee / account holder | $40 | $81-50.1% | $13,956-99.7% | $100-59.7% |