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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $119,139 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 99 24 E COTA ST STE 200 · SANTA BARBARA, CA 931011665 | Other Fees | $47,846 |
ALLIANCE BENEFIT GROUP3 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 14 7425 HOLLISTER ST · HOUSTON, TX 770405325 | Plan Administrator | $24,831 |
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 | $90,956 | $47,766+90.4% | $82,744+9.9% | $64,819+40.3% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -11.01% | -13.06%+2.0pp | 702.22%-713.2pp | 32.84%-43.8pp |
| Employer contribution / active EE | $5,353 | $2,182+145.4% | $3,008+78.0% | $2,507+113.5% |
| Participant deferral / active EE | $4,300 | $3,332+29.1% | $4,395-2.1% | $4,311-0.2% |
| Admin fee / account holder | $186 | $143+30.1% | $5,325-96.5% | $188-1.0% |