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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 | $83,575+16.6% | $66,439+46.7% | $65,191+49.5% |
| Participation rate | 84.8% | 71.6%+13.2pp | 74.5%+10.3pp | 63.0%+21.8pp |
| Annual return | 11.06% | 12.38%-1.3pp | 757.66%-746.6pp | 51.24%-40.2pp |
| Employer contribution / active EE | $4,060 | $2,903+39.9% | $2,637+54.0% | $2,400+69.2% |
| Participant deferral / active EE | $4,979 | $3,365+47.9% | $3,876+28.5% | $2,671+86.4% |
| Admin fee / account holder | $169 | $234-28.0% | $6,173-97.3% | $907-81.4% |