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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $225 |
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 | $166,708 | $65,582+154.2% | $64,101+160.1% | $71,511+133.1% |
| Participation rate | 95.0% | 73.2%+21.8pp | 72.3%+22.7pp | 67.9%+27.0pp |
| Annual return | 16.70% | 18.96%-2.3pp | 33.72%-17.0pp | 28.86%-12.2pp |
| Employer contribution / active EE | $5,014 | $2,671+87.7% | $2,749+82.4% | $2,589+93.7% |
| Participant deferral / active EE | $6,329 | $3,628+74.5% | $3,881+63.1% | $4,291+47.5% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |