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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 | $48,337+225.9% | $67,560+133.2% | $80,959+94.6% |
| Participation rate | 97.6% | 66.4%+31.1pp | 72.9%+24.6pp | 67.7%+29.9pp |
| Annual return | 10.62% | 18.26%-7.6pp | 3533.50%-3522.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $7,887 | $2,023+289.9% | $2,737+188.2% | $2,757+186.1% |
| Participant deferral / active EE | $7,790 | $2,928+166.0% | $4,004+94.5% | $4,300+81.1% |
| Admin fee / account holder | $18 | $3,695-99.5% | $3,994-99.5% | $6,925-99.7% |