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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $125 |
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 | $63,129 | $65,084-3.0% | $67,681-6.7% | $64,340-1.9% |
| Participation rate | 74.8% | 66.7%+8.0pp | 73.7%+1.0pp | 55.2%+19.5pp |
| Annual return | 10.86% | 20.50%-9.6pp | 590.58%-579.7pp | 24.14%-13.3pp |
| Employer contribution / active EE | $2,758 | $2,398+15.0% | $2,678+3.0% | $1,862+48.1% |
| Participant deferral / active EE | $3,817 | $3,210+18.9% | $3,976-4.0% | $2,980+28.1% |
| Admin fee / account holder | $3 | $1,415-99.8% | $6,100-100.0% | $3,703-99.9% |