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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $10,703 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,910 | $46,599-42.3% | $64,101-58.0% | $75,173-64.2% |
| Participation rate | 80.6% | 65.9%+14.7pp | 72.3%+8.3pp | 67.2%+13.4pp |
| Annual return | 1.72% | 26.06%-24.3pp | 33.72%-32.0pp | 160.72%-159.0pp |
| Employer contribution / active EE | $2,106 | $1,975+6.6% | $2,749-23.4% | $2,671-21.2% |
| Participant deferral / active EE | $2,491 | $2,837-12.2% | $3,881-35.8% | $4,126-39.6% |
| Admin fee / account holder | $21 | $2,956-99.3% | $3,070-99.3% | $5,651-99.6% |