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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,139 |
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 | $58,878 | $91,695-35.8% | $67,575-12.9% | $77,736-24.3% |
| Participation rate | 96.9% | 76.0%+20.8pp | 72.9%+24.0pp | 70.6%+26.3pp |
| Annual return | 15.63% | 14.88%+0.7pp | 3528.98%-3513.4pp | 31.26%-15.6pp |
| Employer contribution / active EE | $4,458 | $3,189+39.8% | $2,736+63.0% | $2,728+63.4% |
| Participant deferral / active EE | $2,842 | $3,912-27.4% | $4,003-29.0% | $4,651-38.9% |
| Admin fee / account holder | $6 | $245-97.6% | $3,993-99.9% | $433-98.7% |