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| Provider | Service type | Compensation |
|---|---|---|
ANTIOCH UNIVERSITY1 year Service code 28 · EIN 31-0536640 | Investment Management | $32,438 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $3,134 |
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 | $78,727 | $68,408+15.1% | $57,196+37.6% | $57,658+36.5% |
| Participation rate | 97.3% | 79.1%+18.2pp | 75.3%+22.0pp | 70.2%+27.1pp |
| Annual return | 6.26% | 8.51%-2.2pp | 14.59%-8.3pp | 5.13%+1.1pp |
| Employer contribution / active EE | $5,705 | $2,869+98.8% | $2,683+112.6% | $1,974+189.0% |
| Participant deferral / active EE | $2,838 | $2,903-2.2% | $3,096-8.3% | $3,061-7.3% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |