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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $112,292 | $91,695+22.5% | $67,575+66.2% | $77,736+44.5% |
| Participation rate | 69.2% | 76.0%-6.9pp | 72.9%-3.7pp | 70.6%-1.4pp |
| Annual return | 12.21% | 14.88%-2.7pp | 3528.98%-3516.8pp | 31.26%-19.0pp |
| Employer contribution / active EE | $3,795 | $3,189+19.0% | $2,736+38.7% | $2,728+39.1% |
| Participant deferral / active EE | $1,973 | $3,912-49.6% | $4,003-50.7% | $4,651-57.6% |
| Admin fee / account holder | $2 | $245-99.3% | $3,993-100.0% | $433-99.6% |