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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 | $86,795-34.6% | $67,681-16.2% | $64,728-12.3% |
| Participation rate | 97.6% | 71.7%+25.9pp | 73.7%+23.9pp | 57.9%+39.7pp |
| Annual return | 11.23% | 12.58%-1.4pp | 590.58%-579.4pp | 49.38%-38.2pp |
| Employer contribution / active EE | $4,170 | $2,837+47.0% | $2,678+55.7% | $2,243+85.9% |
| Participant deferral / active EE | $3,021 | $3,430-11.9% | $3,976-24.0% | $2,729+10.7% |
| Admin fee / account holder | $6 | $238-97.4% | $6,100-99.9% | $1,145-99.5% |