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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,108 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $225 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $151,593 | $65,582+131.2% | $64,097+136.5% | $71,529+111.9% |
| Participation rate | 91.2% | 73.2%+18.0pp | 72.3%+18.9pp | 67.9%+23.3pp |
| Annual return | 10.21% | 18.96%-8.7pp | 33.75%-23.5pp | 28.97%-18.8pp |
| Employer contribution / active EE | $2,627 | $2,671-1.6% | $2,750-4.5% | $2,590+1.4% |
| Participant deferral / active EE | $3,320 | $3,628-8.5% | $3,881-14.5% | $4,291-22.6% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |