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| Provider | Service type | Compensation |
|---|---|---|
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,802 |
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 | $62,392 | $52,353+19.2% | $120,225-48.1% | $82,448-24.3% |
| Participation rate | 86.3% | 58.3%+28.0pp | 69.6%+16.7pp | 68.1%+18.2pp |
| Annual return | 17.12% | 61.85%-44.7pp | 439.23%-422.1pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,166 | $1,510-22.8% | $3,475-66.5% | $2,551-54.3% |
| Participant deferral / active EE | $6,142 | $2,627+133.8% | $3,999+53.6% | $4,139+48.4% |
| Admin fee / account holder | $111 | $4,363-97.5% | $5,696-98.0% | $7,234-98.5% |