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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 | $93,351+4.4% | $62,929+54.9% | $79,634+22.4% |
| Participation rate | 84.8% | 74.6%+10.1pp | 73.1%+11.6pp | 62.5%+22.3pp |
| Annual return | 11.06% | 14.37%-3.3pp | 1063.93%-1052.9pp | 36.46%-25.4pp |
| Employer contribution / active EE | $4,060 | $3,135+29.5% | $2,505+62.1% | $2,529+60.5% |
| Participant deferral / active EE | $4,979 | $3,921+27.0% | $3,888+28.0% | $3,835+29.8% |
| Admin fee / account holder | $169 | $229-26.5% | $5,065-96.7% | $1,002-83.2% |