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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% | $67,575+40.8% | $74,459+27.8% |
| Participation rate | 99.5% | 71.4%+28.1pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 12.93% | -40.53%+53.5pp | 3528.98%-3516.0pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $6,214 | $2,710+129.3% | $2,736+127.2% | $2,626+136.6% |
| Participant deferral / active EE | $4,007 | $3,636+10.2% | $4,003+0.1% | $4,350-7.9% |
| Admin fee / account holder | $74 | $890-91.7% | $3,993-98.1% | $1,945-96.2% |