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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $141 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,030 | $102,429+158.7% | $147,096+80.2% | $80,925+227.5% |
| Participation rate | 91.4% | 75.9%+15.6pp | 82.2%+9.2pp | 67.7%+23.8pp |
| Annual return | 13.34% | 135.02%-121.7pp | 419.75%-406.4pp | 35.65%-22.3pp |
| Employer contribution / active EE | $8,107 | $3,716+118.2% | $4,936+64.2% | $2,756+194.1% |
| Participant deferral / active EE | $11,287 | $6,649+69.8% | $8,071+39.8% | $4,299+162.6% |
| Admin fee / account holder | $1 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |