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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $46,282 |
ARMANINO LLP1 year Filed as: ARMANINO, LLP Service code 10 · EIN 33-2514127 | Accounting | $37,800 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 82-1434504 | Advisory (Participants) | $18,206 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $97,474 | $86,795+12.3% | $67,681+44.0% | $64,728+50.6% |
| Participation rate | 84.8% | 71.7%+13.1pp | 73.7%+11.0pp | 57.9%+26.9pp |
| Annual return | 11.06% | 12.58%-1.5pp | 590.58%-579.5pp | 49.38%-38.3pp |
| Employer contribution / active EE | $4,060 | $2,837+43.1% | $2,678+51.6% | $2,243+81.0% |
| Participant deferral / active EE | $4,979 | $3,430+45.2% | $3,976+25.2% | $2,729+82.4% |
| Admin fee / account holder | $169 | $238-29.3% | $6,100-97.2% | $1,145-85.3% |