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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $917 |
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 | $95,931 | $65,084+47.4% | $67,681+41.7% | $64,340+49.1% |
| Participation rate | 96.8% | 66.7%+30.0pp | 73.7%+23.0pp | 55.2%+41.5pp |
| Annual return | 11.26% | 20.50%-9.2pp | 590.58%-579.3pp | 24.14%-12.9pp |
| Employer contribution / active EE | $4,147 | $2,398+72.9% | $2,678+54.8% | $1,862+122.8% |
| Participant deferral / active EE | $4,768 | $3,210+48.5% | $3,976+19.9% | $2,980+60.0% |
| Admin fee / account holder | $3 | $1,415-99.8% | $6,100-100.0% | $3,703-99.9% |