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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 | $63,433+7.7% | $63,803+7.1% | $64,097+6.6% |
| Participation rate | 95.9% | 65.0%+30.9pp | 72.7%+23.2pp | 55.2%+40.7pp |
| Annual return | 16.79% | 20.74%-4.0pp | 543.72%-526.9pp | 34.64%-17.9pp |
| Employer contribution / active EE | $2,032 | $2,332-12.8% | $2,532-19.7% | $1,891+7.4% |
| Participant deferral / active EE | $4,516 | $3,119+44.8% | $3,843+17.5% | $3,080+46.6% |
| Admin fee / account holder | $57 | $1,489-96.2% | $5,196-98.9% | $3,454-98.3% |