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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 | $83,575-32.1% | $66,439-14.6% | $65,191-13.0% |
| Participation rate | 97.6% | 71.6%+26.0pp | 74.5%+23.1pp | 63.0%+34.6pp |
| Annual return | 11.23% | 12.38%-1.2pp | 757.66%-746.4pp | 51.24%-40.0pp |
| Employer contribution / active EE | $4,170 | $2,903+43.7% | $2,637+58.2% | $2,400+73.8% |
| Participant deferral / active EE | $3,021 | $3,365-10.2% | $3,876-22.1% | $2,671+13.1% |
| Admin fee / account holder | $6 | $234-97.3% | $6,173-99.9% | $907-99.3% |