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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $125 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,705-2.4% | $62,929+0.3% | $67,986-7.1% |
| Participation rate | 74.8% | 65.6%+9.2pp | 73.1%+1.6pp | 57.2%+17.5pp |
| Annual return | 10.86% | 20.31%-9.5pp | 1063.93%-1053.1pp | 31.67%-20.8pp |
| Employer contribution / active EE | $2,758 | $2,376+16.1% | $2,505+10.1% | $2,019+36.6% |
| Participant deferral / active EE | $3,817 | $3,198+19.4% | $3,888-1.8% | $3,358+13.7% |
| Admin fee / account holder | $3 | $1,428-99.8% | $5,065-99.9% | $3,203-99.9% |