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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $2,651 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $157,548 | $48,277+226.3% | $67,511+133.4% | $80,874+94.8% |
| Participation rate | 97.6% | 66.4%+31.2pp | 72.9%+24.7pp | 67.6%+29.9pp |
| Annual return | 10.62% | 18.27%-7.7pp | 3517.41%-3506.8pp | 35.62%-25.0pp |
| Employer contribution / active EE | $7,887 | $2,021+290.2% | $2,733+188.6% | $2,756+186.2% |
| Participant deferral / active EE | $7,790 | $2,926+166.2% | $4,000+94.7% | $4,297+81.3% |
| Admin fee / account holder | $18 | $3,687-99.5% | $3,999-99.5% | $6,935-99.7% |