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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $16,076 |
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 | $38,012 | $48,314-21.3% | $67,561-43.7% | $80,925-53.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 150.10% | 18.28%+131.8pp | 3525.44%-3375.3pp | 35.65%+114.4pp |
| Employer contribution / active EE | $3,197 | $2,022+58.1% | $2,735+16.9% | $2,756+16.0% |
| Participant deferral / active EE | $3,208 | $2,927+9.6% | $4,003-19.9% | $4,299-25.4% |
| Admin fee / account holder | $117 | $3,690-96.8% | $4,006-97.1% | $6,940-98.3% |