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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $4,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,295 | $95,542-4.4% | $69,483+31.4% | $67,582+35.1% |
| Participation rate | 67.5% | 79.4%-11.9pp | 74.6%-7.1pp | 71.3%-3.8pp |
| Annual return | 18.14% | 17.67%+0.5pp | 28.99%-10.9pp | 378.57%-360.4pp |
| Employer contribution / active EE | $5,143 | $2,989+72.1% | $2,780+85.0% | $2,148+139.5% |
| Participant deferral / active EE | $5,051 | $3,263+54.8% | $3,537+42.8% | $3,539+42.7% |
| Admin fee / account holder | $7 | $90-92.6% | $3,841-99.8% | $142-95.3% |