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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years 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 | $44,015 | $46,534-5.4% | $64,097-31.3% | $75,177-41.5% |
| Participation rate | 96.2% | 65.9%+30.2pp | 72.3%+23.8pp | 67.2%+28.9pp |
| Annual return | 15.98% | 26.07%-10.1pp | 33.75%-17.8pp | 160.75%-144.8pp |
| Employer contribution / active EE | $2,780 | $1,976+40.7% | $2,750+1.1% | $2,671+4.1% |
| Participant deferral / active EE | $3,267 | $2,835+15.3% | $3,881-15.8% | $4,126-20.8% |
| Admin fee / account holder | $0 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |