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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 | $51,638-36.0% | $129,406-74.5% | $80,959-59.2% |
| Participation rate | 94.9% | 56.9%+38.0pp | 69.6%+25.3pp | 67.7%+27.2pp |
| Annual return | 11.95% | 20.78%-8.8pp | 9468.18%-9456.2pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,922 | $1,584+21.4% | $4,155-53.7% | $2,757-30.3% |
| Participant deferral / active EE | $1,922 | $2,670-28.0% | $4,167-53.9% | $4,300-55.3% |
| Admin fee / account holder | $1 | $4,313-100.0% | $7,689-100.0% | $6,925-100.0% |