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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $163,198 |
Filed as: CAPTRUST/CAMMACK Service code 16 · EIN 26-0058143 | Consulting | $61,890 |
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 | $181,716 | $105,581+72.1% | $70,492+157.8% | $90,274+101.3% |
| Participation rate | 97.9% | 77.5%+20.4pp | 75.1%+22.8pp | 73.4%+24.5pp |
| Annual return | 12.99% | 14.78%-1.8pp | 109.16%-96.2pp | 53.97%-41.0pp |
| Employer contribution / active EE | $3,399 | $3,304+2.9% | $2,738+24.1% | $2,523+34.7% |
| Participant deferral / active EE | $3,399 | $3,813-10.9% | $3,711-8.4% | $4,231-19.7% |
| Admin fee / account holder | $116 | $68+72.4% | $3,848-97.0% | $114+2.0% |