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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $22,390 |
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 | $56,432 | $49,255+14.6% | $70,494-19.9% | $79,856-29.3% |
| Participation rate | 87.7% | 69.2%+18.6pp | 75.1%+12.7pp | 69.6%+18.1pp |
| Annual return | 15.76% | 30.10%-14.3pp | 109.16%-93.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $10,350 | $2,100+392.9% | $2,738+278.0% | $2,471+318.8% |
| Participant deferral / active EE | $6,101 | $2,768+120.4% | $3,711+64.4% | $3,741+63.1% |
| Admin fee / account holder | $123 | $2,879-95.7% | $3,848-96.8% | $5,306-97.7% |