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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $200 |
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 | $33,025 | $51,604-36.0% | $129,295-74.5% | $80,874-59.2% |
| Participation rate | 94.9% | 57.0%+37.9pp | 69.6%+25.3pp | 67.6%+27.3pp |
| Annual return | 11.95% | 20.76%-8.8pp | 9429.28%-9417.3pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,922 | $1,585+21.3% | $4,157-53.8% | $2,756-30.3% |
| Participant deferral / active EE | $1,922 | $2,670-28.0% | $4,169-53.9% | $4,297-55.3% |
| Admin fee / account holder | $1 | $4,310-100.0% | $7,665-100.0% | $6,935-100.0% |