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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $12,537 |
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 | $30,628 | $48,314-36.6% | $67,561-54.7% | $80,925-62.2% |
| Participation rate | 96.3% | 66.4%+29.9pp | 72.9%+23.4pp | 67.7%+28.6pp |
| Annual return | 14.95% | 18.28%-3.3pp | 3525.44%-3510.5pp | 35.65%-20.7pp |
| Employer contribution / active EE | $2,198 | $2,022+8.7% | $2,735-19.6% | $2,756-20.3% |
| Participant deferral / active EE | $2,581 | $2,927-11.8% | $4,003-35.5% | $4,299-40.0% |
| Admin fee / account holder | $25 | $3,690-99.3% | $4,006-99.4% | $6,940-99.6% |