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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,829 |
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 | $116,266 | $51,184+127.2% | $66,439+75.0% | $86,983+33.7% |
| Participation rate | 94.2% | 68.5%+25.7pp | 74.5%+19.7pp | 69.5%+24.7pp |
| Annual return | 12.79% | 17.07%-4.3pp | 757.66%-744.9pp | 25.83%-13.0pp |
| Employer contribution / active EE | $4,967 | $2,023+145.5% | $2,637+88.4% | $2,584+92.2% |
| Participant deferral / active EE | $7,089 | $2,927+142.2% | $3,876+82.9% | $4,194+69.0% |
| Admin fee / account holder | $79 | $4,154-98.1% | $6,173-98.7% | $7,856-99.0% |