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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 | $50,554+130.0% | $67,681+71.8% | $87,485+32.9% |
| Participation rate | 94.2% | 67.7%+26.5pp | 73.7%+20.5pp | 68.9%+25.3pp |
| Annual return | 12.79% | 17.81%-5.0pp | 590.58%-577.8pp | 26.06%-13.3pp |
| Employer contribution / active EE | $4,967 | $1,988+149.8% | $2,678+85.4% | $2,596+91.3% |
| Participant deferral / active EE | $7,089 | $2,961+139.4% | $3,976+78.3% | $4,274+65.9% |
| Admin fee / account holder | $79 | $4,132-98.1% | $6,100-98.7% | $7,775-99.0% |