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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $100 |
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 | $227,462 | $105,198+116.2% | $159,455+42.6% | $85,856+164.9% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.8%+10.4pp | 69.3%+23.9pp |
| Annual return | 12.79% | 45.08%-32.3pp | 263.63%-250.8pp | 318.58%-305.8pp |
| Employer contribution / active EE | $11,097 | $3,319+234.4% | $4,830+129.7% | $2,565+332.6% |
| Participant deferral / active EE | $9,251 | $5,946+55.6% | $7,353+25.8% | $3,952+134.1% |
| Admin fee / account holder | $1 | $6,934-100.0% | $10,800-100.0% | $6,261-100.0% |