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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,190 |
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 | $52,370 | $79,151-33.8% | $60,919-14.0% | $64,824-19.2% |
| Participation rate | 92.6% | 77.7%+14.9pp | 73.1%+19.5pp | 71.5%+21.1pp |
| Annual return | -10.44% | -7.12%-3.3pp | 16.96%-27.4pp | 32.84%-43.3pp |
| Employer contribution / active EE | $4,785 | $3,052+56.8% | $2,704+77.0% | $2,507+90.8% |
| Participant deferral / active EE | $2,967 | $3,727-20.4% | $3,814-22.2% | $4,311-31.2% |
| Admin fee / account holder | $2 | $106-98.5% | $3,228-100.0% | $188-99.1% |