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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $641 |
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 | $99,835 | $74,552+33.9% | $63,018+58.4% | $69,634+43.4% |
| Participation rate | 99.9% | 78.3%+21.6pp | 74.8%+25.1pp | 70.7%+29.2pp |
| Annual return | 13.06% | 15.77%-2.7pp | 87.63%-74.6pp | 27572.26%-27559.2pp |
| Employer contribution / active EE | $5,146 | $2,929+75.7% | $2,761+86.4% | $2,032+153.2% |
| Participant deferral / active EE | $2,260 | $2,974-24.0% | $3,330-32.1% | $3,224-29.9% |
| Admin fee / account holder | $0 | $59-99.4% | $3,601-100.0% | $110-99.7% |