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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $130,093 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 99 24 E COTA ST STE 200 · SANTA BARBARA, CA 931011665 | Other Fees | $47,846 |
ALLIANCE BENEFIT GROUP4 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 14 7425 HOLLISTER ST · HOUSTON, TX 770405325 | Plan Administrator | $12,410 |
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 | $94,876 | $52,188+81.8% | $86,617+9.5% | $74,440+27.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 13.70% | 44.46%-30.8pp | 591.91%-578.2pp | 34.37%-20.7pp |
| Employer contribution / active EE | $5,443 | $2,282+138.5% | $3,023+80.0% | $2,638+106.4% |
| Participant deferral / active EE | $4,133 | $3,383+22.2% | $4,437-6.9% | $4,529-8.7% |
| Admin fee / account holder | $170 | $319-46.8% | $5,613-97.0% | $348-51.3% |