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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,003 |
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 | $46,584 | $55,446-16.0% | $155,574-70.1% | $74,429-37.4% |
| Participation rate | 96.4% | 61.9%+34.5pp | 78.2%+18.2pp | 67.2%+29.2pp |
| Annual return | 11.93% | 269.20%-257.3pp | 64.87%-52.9pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $3,235 | $2,266+42.8% | $4,676-30.8% | $2,625+23.3% |
| Participant deferral / active EE | $4,677 | $2,836+64.9% | $5,629-16.9% | $4,348+7.6% |
| Admin fee / account holder | $18 | $1,743-99.0% | $15,914-99.9% | $1,944-99.1% |