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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP4 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 87-1363769 PO BOX 360635 · PITTSBURGH, PA 152516600 | Accounting | $6,208 |
TIAA10+ years Service code 37 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Loan Processing | $1,794 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,553 | $69,708+88.7% | $67,560+94.7% | $74,478+76.6% |
| Participation rate | 86.6% | 71.4%+15.2pp | 72.9%+13.7pp | 67.2%+19.4pp |
| Annual return | 11.34% | -40.67%+52.0pp | 3533.50%-3522.2pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,847 | $3,637-21.7% | $4,004-28.9% | $4,350-34.6% |
| Admin fee / account holder | $29 | $887-96.7% | $3,994-99.3% | $1,946-98.5% |