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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,227 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,087 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,457 | $50,554+110.6% | $67,681+57.3% | $87,485+21.7% |
| Participation rate | 76.4% | 67.7%+8.6pp | 73.7%+2.6pp | 68.9%+7.4pp |
| Annual return | 8.68% | 17.81%-9.1pp | 590.58%-581.9pp | 26.06%-17.4pp |
| Employer contribution / active EE | $3,383 | $1,988+70.2% | $2,678+26.3% | $2,596+30.3% |
| Participant deferral / active EE | $4,370 | $2,961+47.6% | $3,976+9.9% | $4,274+2.2% |
| Admin fee / account holder | $58 | $4,132-98.6% | $6,100-99.0% | $7,775-99.2% |