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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 | $84,045-32.5% | $77,361-26.6% | $69,255-18.1% |
| Participation rate | 97.6% | 71.8%+25.8pp | 75.0%+22.6pp | 69.0%+28.5pp |
| Annual return | 11.23% | 12.46%-1.2pp | 1011.54%-1000.3pp | 26.73%-15.5pp |
| Employer contribution / active EE | $4,170 | $2,954+41.2% | $2,990+39.5% | $2,645+57.7% |
| Participant deferral / active EE | $3,021 | $3,349-9.8% | $3,911-22.7% | $2,890+4.5% |
| Admin fee / account holder | $6 | $239-97.4% | $5,894-99.9% | $733-99.1% |