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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 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 | $40,045 | $51,184-21.8% | $66,439-39.7% | $86,983-54.0% |
| Participation rate | 98.0% | 68.5%+29.5pp | 74.5%+23.5pp | 69.5%+28.4pp |
| Annual return | 11.58% | 17.07%-5.5pp | 757.66%-746.1pp | 25.83%-14.3pp |
| Employer contribution / active EE | $1,100 | $2,023-45.6% | $2,637-58.3% | $2,584-57.4% |
| Participant deferral / active EE | $2,039 | $2,927-30.4% | $3,876-47.4% | $4,194-51.4% |
| Admin fee / account holder | $0 | $4,154-100.0% | $6,173-100.0% | $7,856-100.0% |