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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $50 |
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 | $38,711 | $42,910-9.8% | $60,919-36.5% | $68,490-43.5% |
| Participation rate | 92.2% | 66.8%+25.4pp | 73.1%+19.1pp | 67.9%+24.3pp |
| Annual return | -14.70% | -13.99%-0.7pp | 16.96%-31.7pp | -7.85%-6.8pp |
| Employer contribution / active EE | $3,026 | $1,978+52.9% | $2,704+11.9% | $2,597+16.5% |
| Participant deferral / active EE | $3,016 | $2,866+5.3% | $3,814-20.9% | $4,028-25.1% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |