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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 65 · EIN 13-1624203 | Account Maintenance | $1,866 |
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 | $76,367 | $48,314+58.1% | $67,561+13.0% | $80,925-5.6% |
| Participation rate | 94.6% | 66.4%+28.2pp | 72.9%+21.7pp | 67.7%+26.9pp |
| Annual return | 11.56% | 18.28%-6.7pp | 3525.44%-3513.9pp | 35.65%-24.1pp |
| Employer contribution / active EE | $3,862 | $2,022+91.0% | $2,735+41.2% | $2,756+40.1% |
| Participant deferral / active EE | $4,830 | $2,927+65.0% | $4,003+20.7% | $4,299+12.4% |
| Admin fee / account holder | $4 | $3,690-99.9% | $4,006-99.9% | $6,940-99.9% |