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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 | $64,705+5.6% | $62,929+8.6% | $67,986+0.5% |
| Participation rate | 95.9% | 65.6%+30.3pp | 73.1%+22.8pp | 57.2%+38.7pp |
| Annual return | 16.79% | 20.31%-3.5pp | 1063.93%-1047.1pp | 31.67%-14.9pp |
| Employer contribution / active EE | $2,032 | $2,376-14.5% | $2,505-18.9% | $2,019+0.7% |
| Participant deferral / active EE | $4,516 | $3,198+41.2% | $3,888+16.1% | $3,358+34.5% |
| Admin fee / account holder | $57 | $1,428-96.0% | $5,065-98.9% | $3,203-98.2% |