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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,789 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,534 | $53,901+1.2% | $134,162-59.4% | $73,493-25.8% |
| Participation rate | 90.4% | 62.8%+27.6pp | 72.2%+18.3pp | 70.7%+19.8pp |
| Annual return | 10.75% | 15.82%-5.1pp | 36.35%-25.6pp | 28.51%-17.8pp |
| Employer contribution / active EE | $2,085 | $1,458+43.0% | $3,705-43.7% | $2,270-8.1% |
| Participant deferral / active EE | $964 | $2,739-64.8% | $3,500-72.5% | $3,740-74.2% |
| Admin fee / account holder | $8 | $581-98.7% | $6,685-99.9% | $513-98.5% |