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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $28,855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $129,727 | $65,072+99.4% | $66,439+95.3% | $65,306+98.6% |
| Participation rate | 24.8% | 69.1%-44.2pp | 74.5%-49.7pp | 57.7%-32.8pp |
| Annual return | 11.94% | 21.50%-9.6pp | 757.66%-745.7pp | 21.94%-10.0pp |
| Employer contribution / active EE | $2,400 | $2,475-3.0% | $2,637-9.0% | $1,967+22.0% |
| Participant deferral / active EE | $4,043 | $3,234+25.0% | $3,876+4.3% | $2,959+36.6% |
| Admin fee / account holder | $1 | $1,323-99.9% | $6,173-100.0% | $3,480-100.0% |