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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 | $69,774+88.5% | $67,561+94.7% | $74,429+76.8% |
| Participation rate | 86.6% | 71.4%+15.2pp | 72.9%+13.7pp | 67.2%+19.4pp |
| Annual return | 11.34% | -40.53%+51.9pp | 3525.44%-3514.1pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,847 | $3,636-21.7% | $4,003-28.9% | $4,348-34.5% |
| Admin fee / account holder | $29 | $890-96.7% | $4,006-99.3% | $1,944-98.5% |