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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $578 |
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 | $91,929 | $69,774+31.8% | $67,575+36.0% | $74,459+23.5% |
| Participation rate | 95.5% | 71.4%+24.1pp | 72.9%+22.6pp | 67.2%+28.3pp |
| Annual return | 17.20% | -40.53%+57.7pp | 3528.98%-3511.8pp | 1369.70%-1352.5pp |
| Employer contribution / active EE | $3,532 | $2,710+30.3% | $2,736+29.1% | $2,626+34.5% |
| Participant deferral / active EE | $4,564 | $3,636+25.5% | $4,003+14.0% | $4,350+4.9% |
| Admin fee / account holder | $1 | $890-99.9% | $3,993-100.0% | $1,945-100.0% |