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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 93-0987232 | Other Fees | $10,725 |
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $450 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $125 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 99 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Other Fees | $0 |
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 | $74,574 | $69,771+6.9% | $67,524+10.4% | $74,400+0.2% |
| Participation rate | 76.9% | 71.4%+5.5pp | 72.9%+4.0pp | 67.2%+9.7pp |
| Annual return | 13.42% | -40.49%+53.9pp | 3519.41%-3506.0pp | 1367.51%-1354.1pp |
| Employer contribution / active EE | $2,117 | $2,710-21.9% | $2,734-22.6% | $2,624-19.3% |
| Participant deferral / active EE | $3,901 | $3,638+7.2% | $4,001-2.5% | $4,348-10.3% |
| Admin fee / account holder | $89 | $889-89.9% | $4,001-97.8% | $1,944-95.4% |