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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $27,729 |
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 | $95,123 | $69,774+36.3% | $67,561+40.8% | $74,429+27.8% |
| Participation rate | 99.5% | 71.4%+28.1pp | 72.9%+26.6pp | 67.2%+32.2pp |
| Annual return | 12.93% | -40.53%+53.5pp | 3525.44%-3512.5pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $6,214 | $2,710+129.3% | $2,735+127.2% | $2,625+136.7% |
| Participant deferral / active EE | $4,007 | $3,636+10.2% | $4,003+0.1% | $4,348-7.8% |
| Admin fee / account holder | $74 | $890-91.7% | $4,006-98.1% | $1,944-96.2% |