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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $68,155 |
Filed as: MCCANNON, ROGERS, DRISCOLL & ASSOC. Service code 27 · EIN 56-1056216 | Advisory (Plan) | $11,750 |
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 | $84,847 | $91,710-7.5% | $67,560+25.6% | $77,762+9.1% |
| Participation rate | 94.8% | 76.0%+18.8pp | 72.9%+21.9pp | 70.6%+24.2pp |
| Annual return | 12.40% | 14.88%-2.5pp | 3533.50%-3521.1pp | 31.27%-18.9pp |
| Employer contribution / active EE | $2,953 | $3,187-7.3% | $2,737+7.9% | $2,728+8.3% |
| Participant deferral / active EE | $3,142 | $3,911-19.6% | $4,004-21.5% | $4,651-32.4% |
| Admin fee / account holder | $90 | $245-63.3% | $3,994-97.8% | $433-79.2% |