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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $225 |
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 | $68,505 | $51,604+32.8% | $129,295-47.0% | $80,874-15.3% |
| Participation rate | 81.6% | 57.0%+24.6pp | 69.6%+12.0pp | 67.6%+13.9pp |
| Annual return | 10.40% | 20.76%-10.4pp | 9429.28%-9418.9pp | 35.62%-25.2pp |
| Employer contribution / active EE | $4,227 | $1,585+166.8% | $4,157+1.7% | $2,756+53.4% |
| Participant deferral / active EE | $2,123 | $2,670-20.5% | $4,169-49.1% | $4,297-50.6% |
| Admin fee / account holder | $1 | $4,310-100.0% | $7,665-100.0% | $6,935-100.0% |