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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 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 | $43,774 | $47,479-7.8% | $62,929-30.4% | $82,448-46.9% |
| Participation rate | 95.7% | 66.9%+28.9pp | 73.1%+22.6pp | 68.1%+27.7pp |
| Annual return | 14.54% | 20.34%-5.8pp | 1063.93%-1049.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $4,023 | $1,885+113.4% | $2,505+60.6% | $2,551+57.7% |
| Participant deferral / active EE | $3,502 | $2,870+22.0% | $3,888-9.9% | $4,139-15.4% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |