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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $509 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,656 | $49,239-41.8% | $70,462-59.3% | $79,858-64.1% |
| Participation rate | 85.6% | 69.2%+16.4pp | 75.1%+10.5pp | 69.6%+15.9pp |
| Annual return | 31.67% | 30.08%+1.6pp | 109.08%-77.4pp | 31.72%0pp |
| Employer contribution / active EE | $2,600 | $2,100+23.8% | $2,737-5.0% | $2,471+5.2% |
| Participant deferral / active EE | $770 | $2,769-72.2% | $3,710-79.3% | $3,740-79.4% |
| Admin fee / account holder | $3 | $2,876-99.9% | $3,845-99.9% | $5,306-99.9% |