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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $90,649 |
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 | $137,227 | $65,582+109.2% | $64,101+114.1% | $71,511+91.9% |
| Participation rate | 95.3% | 73.2%+22.1pp | 72.3%+23.0pp | 67.9%+27.4pp |
| Annual return | 17.14% | 18.96%-1.8pp | 33.72%-16.6pp | 28.86%-11.7pp |
| Employer contribution / active EE | $5,450 | $2,671+104.1% | $2,749+98.3% | $2,589+110.5% |
| Participant deferral / active EE | $6,430 | $3,628+77.2% | $3,881+65.7% | $4,291+49.9% |
| Admin fee / account holder | $113 | $616-81.7% | $3,070-96.3% | $1,588-92.9% |