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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $150,748 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 99 · EIN 13-1624203 24 E COTA ST STE 200 · SANTA BARBARA, CA 931011665 | Other Fees | $49,116 |
RSM US LLP5 years Service code 99 · EIN 42-0714325 331 W 3RD ST STE 200 · DAVENPORT, IA 528011212 | Other Fees | $23,100 |
ALLIANCE BENEFIT GROUP5 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 14 7425 HOLLISTER ST · HOUSTON, TX 770405325 | Plan Administrator | $19,705 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 24 E COTA STREET · SANTA BARBARA, CA 931011665 | Other Fees | $7,700 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,289 | $66,004+45.9% | $81,820+17.7% | $77,714+23.9% |
| Participation rate | 99.8% | 65.8%+34.0pp | 72.4%+27.4pp | 70.6%+29.2pp |
| Annual return | 11.45% | 26.65%-15.2pp | 777.93%-766.5pp | 31.26%-19.8pp |
| Employer contribution / active EE | $5,728 | $2,375+141.2% | $2,915+96.5% | $2,727+110.1% |
| Participant deferral / active EE | $4,595 | $3,508+31.0% | $4,323+6.3% | $4,649-1.2% |
| Admin fee / account holder | $215 | $527-59.2% | $7,391-97.1% | $433-50.4% |