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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 | $64,705+48.3% | $62,929+52.4% | $67,986+41.1% |
| Participation rate | 96.8% | 65.6%+31.2pp | 73.1%+23.7pp | 57.2%+39.6pp |
| Annual return | 11.26% | 20.31%-9.1pp | 1063.93%-1052.7pp | 31.67%-20.4pp |
| Employer contribution / active EE | $4,147 | $2,376+74.6% | $2,505+65.6% | $2,019+105.4% |
| Participant deferral / active EE | $4,768 | $3,198+49.1% | $3,888+22.6% | $3,358+42.0% |
| Admin fee / account holder | $3 | $1,428-99.8% | $5,065-99.9% | $3,203-99.9% |