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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 | $50,554-15.8% | $67,681-37.1% | $87,485-51.4% |
| Participation rate | 96.5% | 67.7%+28.8pp | 73.7%+22.7pp | 68.9%+27.5pp |
| Annual return | 18.15% | 17.81%+0.3pp | 590.58%-572.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $3,068 | $1,988+54.3% | $2,678+14.6% | $2,596+18.2% |
| Participant deferral / active EE | $3,432 | $2,961+15.9% | $3,976-13.7% | $4,274-19.7% |
| Admin fee / account holder | $196 | $4,132-95.3% | $6,100-96.8% | $7,775-97.5% |