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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,518 |
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 | $56,748 | $93,351-39.2% | $62,929-9.8% | $79,634-28.7% |
| Participation rate | 97.6% | 74.6%+23.0pp | 73.1%+24.5pp | 62.5%+35.1pp |
| Annual return | 11.23% | 14.37%-3.1pp | 1063.93%-1052.7pp | 36.46%-25.2pp |
| Employer contribution / active EE | $4,170 | $3,135+33.0% | $2,505+66.5% | $2,529+64.9% |
| Participant deferral / active EE | $3,021 | $3,921-22.9% | $3,888-22.3% | $3,835-21.2% |
| Admin fee / account holder | $6 | $229-97.3% | $5,065-99.9% | $1,002-99.4% |