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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $25 |
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 | $46,115 | $53,841-14.3% | $75,731-39.1% | $85,851-46.3% |
| Participation rate | 97.9% | 69.0%+28.9pp | 74.8%+23.1pp | 69.3%+28.6pp |
| Annual return | 13.52% | 24.54%-11.0pp | 104.65%-91.1pp | 318.63%-305.1pp |
| Employer contribution / active EE | $2,572 | $2,017+27.5% | $2,743-6.2% | $2,565+0.2% |
| Participant deferral / active EE | $2,503 | $2,895-13.5% | $3,820-34.5% | $3,952-36.7% |
| Admin fee / account holder | $0 | $3,340-100.0% | $3,620-100.0% | $6,261-100.0% |