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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 | $52,581-2.9% | $130,788-60.9% | $64,340-20.6% |
| Participation rate | 98.1% | 46.5%+51.6pp | 70.1%+28.0pp | 55.2%+42.9pp |
| Annual return | 11.31% | 20.39%-9.1pp | 386.44%-375.1pp | 24.14%-12.8pp |
| Employer contribution / active EE | $2,491 | $1,031+141.6% | $3,558-30.0% | $1,862+33.8% |
| Participant deferral / active EE | $5,668 | $2,200+157.6% | $4,137+37.0% | $2,980+90.2% |
| Admin fee / account holder | $95 | $4,583-97.9% | $6,673-98.6% | $3,703-97.4% |