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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 | $48,277+66.2% | $67,511+18.8% | $80,874-0.8% |
| Participation rate | 98.0% | 66.4%+31.7pp | 72.9%+25.2pp | 67.6%+30.4pp |
| Annual return | 12.19% | 18.27%-6.1pp | 3517.41%-3505.2pp | 35.62%-23.4pp |
| Employer contribution / active EE | $7,604 | $2,021+276.2% | $2,733+178.3% | $2,756+175.9% |
| Participant deferral / active EE | $3,892 | $2,926+33.0% | $4,000-2.7% | $4,297-9.4% |
| Admin fee / account holder | $57 | $3,687-98.5% | $3,999-98.6% | $6,935-99.2% |