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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $22,156 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,823 | $58,312+114.1% | $86,656+44.0% | $71,529+74.5% |
| Participation rate | 0.0% | 65.0%-65.0pp | 71.7%-71.7pp | 67.9%-67.9pp |
| Annual return | 13.35% | 24.08%-10.7pp | 593.09%-579.7pp | 28.97%-15.6pp |
| Employer contribution / active EE | $6,080 | $2,576+136.0% | $3,025+100.9% | $2,590+134.7% |
| Participant deferral / active EE | $6,619 | $3,439+92.5% | $4,439+49.1% | $4,291+54.2% |
| Admin fee / account holder | $65 | $1,057-93.9% | $5,619-98.8% | $1,588-95.9% |