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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 82-3736106 | Accounting | $7,800 |
CIP CAPITAL MANAGEMENT1 year Service code 27 · EIN 88-2601905 | Advisory (Plan) | $2,976 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $2,545 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,955 | $144,511-31.5% | $67,575+46.4% | - |
| Participation rate | 93.9% | 69.6%+24.3pp | 72.9%+21.0pp | - |
| Annual return | 12.74% | 20.85%-8.1pp | 3528.98%-3516.2pp | - |
| Employer contribution / active EE | $3,712 | $2,331+59.3% | $2,736+35.7% | - |
| Participant deferral / active EE | $7,067 | $3,447+105.0% | $4,003+76.5% | - |
| Admin fee / account holder | $44 | $8,271-99.5% | $3,993-98.9% | - |