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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2,521 |
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 | $56,914 | $46,534+22.3% | $64,097-11.2% | $75,177-24.3% |
| Participation rate | 87.4% | 65.9%+21.4pp | 72.3%+15.0pp | 67.2%+20.2pp |
| Annual return | 13.90% | 26.07%-12.2pp | 33.75%-19.8pp | 160.75%-146.8pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,314 | $2,835+52.2% | $3,881+11.2% | $4,126+4.6% |
| Admin fee / account holder | $25 | $2,957-99.2% | $3,070-99.2% | $5,651-99.6% |