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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $450 |
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 | $59,113 | $48,314+22.4% | $67,561-12.5% | $80,925-27.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.70% | 18.28%-4.6pp | 3525.44%-3511.7pp | 35.65%-21.9pp |
| Employer contribution / active EE | $3,702 | $2,022+83.1% | $2,735+35.4% | $2,756+34.3% |
| Participant deferral / active EE | $5,914 | $2,927+102.1% | $4,003+47.7% | $4,299+37.6% |
| Admin fee / account holder | $1 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |