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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 | $69,771+122.5% | $67,524+129.9% | $74,400+108.7% |
| Participation rate | 94.3% | 71.4%+23.0pp | 72.9%+21.4pp | 67.2%+27.1pp |
| Annual return | 13.98% | -40.49%+54.5pp | 3519.41%-3505.4pp | 1367.51%-1353.5pp |
| Employer contribution / active EE | $6,206 | $2,710+129.0% | $2,734+127.0% | $2,624+136.5% |
| Participant deferral / active EE | $6,589 | $3,638+81.1% | $4,001+64.7% | $4,348+51.5% |
| Admin fee / account holder | $122 | $889-86.3% | $4,001-97.0% | $1,944-93.7% |