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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $28,458 |
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 | $51,081 | $51,736-1.3% | $120,225-57.5% | $67,986-24.9% |
| Participation rate | 98.1% | 46.1%+52.1pp | 69.6%+28.6pp | 57.2%+40.9pp |
| Annual return | 11.31% | 31.98%-20.7pp | 439.23%-427.9pp | 31.67%-20.4pp |
| Employer contribution / active EE | $2,491 | $1,071+132.5% | $3,475-28.3% | $2,019+23.4% |
| Participant deferral / active EE | $5,668 | $2,206+156.9% | $3,999+41.7% | $3,358+68.8% |
| Admin fee / account holder | $95 | $4,159-97.7% | $5,696-98.3% | $3,203-97.0% |