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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 | $47,479+124.2% | $62,929+69.2% | $82,448+29.1% |
| Participation rate | 76.4% | 66.9%+9.5pp | 73.1%+3.3pp | 68.1%+8.3pp |
| Annual return | 8.68% | 20.34%-11.7pp | 1063.93%-1055.3pp | 41.64%-33.0pp |
| Employer contribution / active EE | $3,383 | $1,885+79.5% | $2,505+35.1% | $2,551+32.6% |
| Participant deferral / active EE | $4,370 | $2,870+52.2% | $3,888+12.4% | $4,139+5.6% |
| Admin fee / account holder | $58 | $3,804-98.5% | $5,065-98.8% | $7,234-99.2% |