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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $275,780 |
BDO USA, LLP1+ years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $30,652 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MGT. L.P. Service code 27 · EIN 13-3575636 | Advisory (Plan) | $26,250 |
NIXON PEABODY LLP1+ years Service code 29 · EIN 16-0764720 | Legal | $21,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $265,143 | $113,568+133.5% | $67,561+292.4% | $199,921+32.6% |
| Participation rate | 55.8% | 73.3%-17.6pp | 72.9%-17.1pp | 72.0%-16.2pp |
| Annual return | 10.42% | 15.88%-5.5pp | 3525.44%-3515.0pp | 34.28%-23.9pp |
| Employer contribution / active EE | $3,591 | $3,409+5.3% | $2,735+31.3% | $3,035+18.3% |
| Participant deferral / active EE | $4,548 | $4,163+9.2% | $4,003+13.6% | $5,089-10.6% |
| Admin fee / account holder | $87 | $102-15.3% | $4,006-97.8% | $269-67.8% |