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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $18,649 |
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 | $51,725 | $46,534+11.2% | $64,097-19.3% | $75,177-31.2% |
| Participation rate | 98.7% | 65.9%+32.8pp | 72.3%+26.4pp | 67.2%+31.5pp |
| Annual return | 18.12% | 26.07%-7.9pp | 33.75%-15.6pp | 160.75%-142.6pp |
| Employer contribution / active EE | $4,738 | $1,976+139.8% | $2,750+72.3% | $2,671+77.4% |
| Participant deferral / active EE | $7,176 | $2,835+153.2% | $3,881+84.9% | $4,126+73.9% |
| Admin fee / account holder | $92 | $2,957-96.9% | $3,070-97.0% | $5,651-98.4% |