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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $11,329 |
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 | $68,314 | $65,072+5.0% | $66,439+2.8% | $65,306+4.6% |
| Participation rate | 95.9% | 69.1%+26.8pp | 74.5%+21.4pp | 57.7%+38.2pp |
| Annual return | 16.79% | 21.50%-4.7pp | 757.66%-740.9pp | 21.94%-5.2pp |
| Employer contribution / active EE | $2,032 | $2,475-17.9% | $2,637-22.9% | $1,967+3.3% |
| Participant deferral / active EE | $4,516 | $3,234+39.6% | $3,876+16.5% | $2,959+52.6% |
| Admin fee / account holder | $57 | $1,323-95.7% | $6,173-99.1% | $3,480-98.4% |