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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $20,551 |
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 | $149,615 | $51,226+192.1% | $82,706+80.9% | $66,930+123.5% |
| Participation rate | 90.0% | 67.9%+22.1pp | 72.6%+17.4pp | 69.8%+20.2pp |
| Annual return | -15.66% | -9.61%-6.1pp | 701.76%-717.4pp | 1.57%-17.2pp |
| Employer contribution / active EE | $5,512 | $2,612+111.0% | $3,007+83.3% | $2,545+116.6% |
| Participant deferral / active EE | $8,004 | $3,460+131.3% | $4,394+82.2% | $4,238+88.9% |
| Admin fee / account holder | $150 | $416-63.9% | $5,329-97.2% | $593-74.7% |