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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $114,888 |
LPL FINANCIAL4+ years Service code 16 · EIN 04-3046611 | Consulting | $40,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,742 | $70,083+75.1% | $59,899+104.9% | $55,725+120.3% |
| Participation rate | 98.6% | 78.4%+20.3pp | 74.7%+23.9pp | 70.9%+27.8pp |
| Annual return | -2.40% | 3.13%-5.5pp | 3.46%-5.9pp | 244.93%-247.3pp |
| Employer contribution / active EE | $4,770 | $2,878+65.7% | $2,723+75.2% | $2,078+129.5% |
| Participant deferral / active EE | $6,749 | $3,079+119.2% | $3,402+98.4% | $3,356+101.1% |
| Admin fee / account holder | $140 | $70+99.5% | $3,592-96.1% | $115+21.8% |