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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,527 |
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 | $80,222 | $48,314+66.0% | $67,561+18.7% | $80,925-0.9% |
| Participation rate | 98.0% | 66.4%+31.6pp | 72.9%+25.1pp | 67.7%+30.4pp |
| Annual return | 12.19% | 18.28%-6.1pp | 3525.44%-3513.3pp | 35.65%-23.5pp |
| Employer contribution / active EE | $7,604 | $2,022+276.1% | $2,735+178.1% | $2,756+175.9% |
| Participant deferral / active EE | $3,892 | $2,927+33.0% | $4,003-2.8% | $4,299-9.5% |
| Admin fee / account holder | $57 | $3,690-98.5% | $4,006-98.6% | $6,940-99.2% |