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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,568 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,480 | $45,000-92.3% | $143,799-97.6% | $77,906-95.5% |
| Participation rate | 97.3% | 66.8%+30.5pp | 80.3%+17.0pp | 73.7%+23.6pp |
| Annual return | -17.69% | 29.03%-46.7pp | -0.04%-17.6pp | 12.16%-29.8pp |
| Employer contribution / active EE | $873 | $1,870-53.3% | $4,952-82.4% | $2,846-69.3% |
| Participant deferral / active EE | $1,972 | $3,157-37.5% | $5,638-65.0% | $4,805-59.0% |
| Admin fee / account holder | $19 | $98-80.7% | $14,677-99.9% | $133-85.7% |