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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $400 |
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 | $32,039 | $49,199-34.9% | $121,204-73.6% | $75,173-57.4% |
| Participation rate | 96.1% | 55.4%+40.7pp | 69.5%+26.6pp | 67.2%+28.9pp |
| Annual return | 44.61% | 56.04%-11.4pp | 987.18%-942.6pp | 160.72%-116.1pp |
| Employer contribution / active EE | $1,512 | $1,547-2.3% | $4,170-63.7% | $2,671-43.4% |
| Participant deferral / active EE | $1,494 | $2,630-43.2% | $4,083-63.4% | $4,126-63.8% |
| Admin fee / account holder | $2 | $3,946-100.0% | $5,651-100.0% | $5,651-100.0% |