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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 | $48,327+66.0% | $67,575+18.7% | $80,935-0.9% |
| Participation rate | 98.0% | 66.4%+31.6pp | 72.9%+25.1pp | 67.7%+30.4pp |
| Annual return | 12.19% | 18.31%-6.1pp | 3528.98%-3516.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $7,604 | $2,022+276.0% | $2,736+178.0% | $2,757+175.8% |
| Participant deferral / active EE | $3,892 | $2,927+32.9% | $4,003-2.8% | $4,299-9.5% |
| Admin fee / account holder | $57 | $3,692-98.5% | $3,993-98.6% | $6,924-99.2% |