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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $97,831 |
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 | $155,260 | $69,708+122.7% | $67,560+129.8% | $74,478+108.5% |
| Participation rate | 94.3% | 71.4%+22.9pp | 72.9%+21.4pp | 67.2%+27.1pp |
| Annual return | 13.98% | -40.67%+54.6pp | 3533.50%-3519.5pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $6,206 | $2,715+128.6% | $2,737+126.8% | $2,626+136.3% |
| Participant deferral / active EE | $6,589 | $3,637+81.2% | $4,004+64.5% | $4,350+51.5% |
| Admin fee / account holder | $122 | $887-86.2% | $3,994-96.9% | $1,946-93.7% |