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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,202 |
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 | $28,566 | $51,769-44.8% | $57,347-50.2% | $52,331-45.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 4.15% | 2.43%+1.7pp | 24.40%-20.2pp | 4.54%-0.4pp |
| Employer contribution / active EE | $5,440 | $2,335+133.0% | $2,689+102.3% | $1,882+189.1% |
| Participant deferral / active EE | $2,784 | $2,794-0.3% | $3,162-11.9% | $3,022-7.9% |
| Admin fee / account holder | $5 | $295-98.4% | $3,356-99.9% | $592-99.2% |