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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 20-4751585 | Investment Management | $33,437 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $7,575 |
Filed as: FIDELITY INVS INST. OPS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $240 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $75 |
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 | $162,988 | $84,948+91.9% | $70,455+131.3% | $73,412+122.0% |
| Participation rate | 90.1% | 79.9%+10.2pp | 75.1%+15.1pp | 72.2%+18.0pp |
| Annual return | 12.34% | 13.39%-1.0pp | 109.06%-96.7pp | 59.29%-47.0pp |
| Employer contribution / active EE | $2,168 | $2,834-23.5% | $2,737-20.8% | $2,234-2.9% |
| Participant deferral / active EE | $2,981 | $3,387-12.0% | $3,709-19.6% | $3,806-21.7% |
| Admin fee / account holder | $32 | $98-67.3% | $3,845-99.2% | $158-79.7% |