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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 | $48,337+22.3% | $67,560-12.5% | $80,959-27.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.70% | 18.26%-4.6pp | 3533.50%-3519.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $3,702 | $2,023+83.1% | $2,737+35.3% | $2,757+34.3% |
| Participant deferral / active EE | $5,914 | $2,928+102.0% | $4,004+47.7% | $4,300+37.5% |
| Admin fee / account holder | $1 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |