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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $25 |
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 | $37,776 | $48,327-21.8% | $67,575-44.1% | $80,935-53.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.69% | 18.31%-4.6pp | 3528.98%-3515.3pp | 35.66%-22.0pp |
| Employer contribution / active EE | $3,418 | $2,022+69.0% | $2,736+24.9% | $2,757+24.0% |
| Participant deferral / active EE | $3,015 | $2,927+3.0% | $4,003-24.7% | $4,299-29.9% |
| Admin fee / account holder | $0 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |