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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 | $47,479+144.9% | $62,929+84.8% | $82,448+41.0% |
| Participation rate | 94.2% | 66.9%+27.3pp | 73.1%+21.1pp | 68.1%+26.1pp |
| Annual return | 12.79% | 20.34%-7.6pp | 1063.93%-1051.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $4,967 | $1,885+163.4% | $2,505+98.3% | $2,551+94.7% |
| Participant deferral / active EE | $7,089 | $2,870+147.0% | $3,888+82.3% | $4,139+71.3% |
| Admin fee / account holder | $79 | $3,804-97.9% | $5,065-98.4% | $7,234-98.9% |