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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $18,286 |
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 | $156,416 | $60,393+159.0% | $81,820+91.2% | $74,429+110.2% |
| Participation rate | 97.3% | 62.9%+34.4pp | 72.4%+24.9pp | 67.2%+30.1pp |
| Annual return | 12.74% | 16.89%-4.2pp | 777.93%-765.2pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $11,808 | $2,626+349.6% | $2,915+305.1% | $2,625+349.9% |
| Participant deferral / active EE | $7,319 | $3,397+115.5% | $4,323+69.3% | $4,348+68.3% |
| Admin fee / account holder | $96 | $1,491-93.5% | $7,391-98.7% | $1,944-95.1% |