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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 | $64,705+100.5% | $62,929+106.2% | $67,986+90.8% |
| Participation rate | 24.8% | 65.6%-40.8pp | 73.1%-48.3pp | 57.2%-32.4pp |
| Annual return | 11.94% | 20.31%-8.4pp | 1063.93%-1052.0pp | 31.67%-19.7pp |
| Employer contribution / active EE | $2,400 | $2,376+1.0% | $2,505-4.2% | $2,019+18.9% |
| Participant deferral / active EE | $4,043 | $3,198+26.4% | $3,888+4.0% | $3,358+20.4% |
| Admin fee / account holder | $1 | $1,428-99.9% | $5,065-100.0% | $3,203-100.0% |