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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $103,630 |
Service code 28 · EIN 20-4668732 | Investment Management | $41,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $77,845 | $41,617+87.1% | $84,628-8.0% | $77,775+0.1% |
| Participation rate | 75.4% | 45.0%+30.3pp | 68.2%+7.1pp | 73.2%+2.2pp |
| Annual return | 456.94% | 24.97%+432.0pp | 258.80%+198.1pp | 32.58%+424.4pp |
| Employer contribution / active EE | $2,117 | $1,061+99.5% | $2,653-20.2% | $2,504-15.5% |
| Participant deferral / active EE | $4,544 | $2,129+113.5% | $3,900+16.5% | $3,966+14.6% |
| Admin fee / account holder | $142 | $121+17.3% | $4,914-97.1% | $100+41.8% |