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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $28,458 |
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 | $58,408-12.5% | $180,320-71.7% | $69,733-26.7% |
| Participation rate | 98.1% | 54.2%+43.9pp | 71.5%+26.6pp | 62.5%+35.7pp |
| Annual return | 11.31% | 15.02%-3.7pp | 778.54%-767.2pp | 15.22%-3.9pp |
| Employer contribution / active EE | $2,491 | $1,159+114.9% | $4,108-39.4% | $2,250+10.7% |
| Participant deferral / active EE | $5,668 | $2,723+108.1% | $4,304+31.7% | $3,054+85.6% |
| Admin fee / account holder | $95 | $4,205-97.7% | $10,000-99.0% | $3,102-96.9% |