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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $79,885 |
Service code 17 · EIN 75-3204798 | Pension Consulting | $36,479 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $16,515 |
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 | $137,311 | $94,833+44.8% | $75,717+81.3% | $86,813+58.2% |
| Participation rate | 97.4% | 79.1%+18.3pp | 74.8%+22.6pp | 72.3%+25.2pp |
| Annual return | 12.89% | 16.91%-4.0pp | 104.58%-91.7pp | 97.93%-85.0pp |
| Employer contribution / active EE | $4,839 | $2,904+66.6% | $2,743+76.4% | $2,406+101.1% |
| Participant deferral / active EE | $3,944 | $3,632+8.6% | $3,821+3.2% | $4,131-4.5% |
| Admin fee / account holder | $142 | $109+30.3% | $3,619-96.1% | $170-16.5% |