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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 | $65,072-3.0% | $66,439-5.0% | $65,306-3.3% |
| Participation rate | 74.8% | 69.1%+5.7pp | 74.5%+0.3pp | 57.7%+17.1pp |
| Annual return | 10.86% | 21.50%-10.6pp | 757.66%-746.8pp | 21.94%-11.1pp |
| Employer contribution / active EE | $2,758 | $2,475+11.4% | $2,637+4.6% | $1,967+40.2% |
| Participant deferral / active EE | $3,817 | $3,234+18.0% | $3,876-1.5% | $2,959+29.0% |
| Admin fee / account holder | $3 | $1,323-99.8% | $6,173-100.0% | $3,480-99.9% |