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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $29,948 |
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 | $42,541 | $55,457-23.3% | $77,361-45.0% | $94,015-54.8% |
| Participation rate | 96.5% | 69.8%+26.6pp | 75.0%+21.5pp | 70.8%+25.6pp |
| Annual return | 18.15% | 15.57%+2.6pp | 1011.54%-993.4pp | 17.84%+0.3pp |
| Employer contribution / active EE | $3,068 | $2,255+36.1% | $2,990+2.6% | $2,790+10.0% |
| Participant deferral / active EE | $3,432 | $3,069+11.8% | $3,911-12.3% | $4,249-19.2% |
| Admin fee / account holder | $196 | $4,334-95.5% | $5,894-96.7% | $8,951-97.8% |