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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 | $48,277+22.4% | $67,511-12.4% | $80,874-26.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.70% | 18.27%-4.6pp | 3517.41%-3503.7pp | 35.62%-21.9pp |
| Employer contribution / active EE | $3,702 | $2,021+83.2% | $2,733+35.5% | $2,756+34.4% |
| Participant deferral / active EE | $5,914 | $2,926+102.1% | $4,000+47.8% | $4,297+37.6% |
| Admin fee / account holder | $1 | $3,687-100.0% | $3,999-100.0% | $6,935-100.0% |