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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $42,678 |
LUCIA SECURITIES2 years Service code 28 · EIN 27-1742056 | Investment Management | $15,092 |
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 | $56,596 | $60,795-6.9% | $69,483-18.5% | $65,186-13.2% |
| Participation rate | 87.3% | 74.9%+12.5pp | 74.6%+12.7pp | 70.2%+17.1pp |
| Annual return | 20.45% | 17.46%+3.0pp | 28.99%-8.5pp | 29.39%-8.9pp |
| Employer contribution / active EE | $2,083 | $2,452-15.1% | $2,780-25.1% | $2,177-4.3% |
| Participant deferral / active EE | $5,092 | $3,162+61.1% | $3,537+44.0% | $3,514+44.9% |
| Admin fee / account holder | $298 | $314-5.1% | $3,841-92.2% | $847-64.9% |