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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $125 |
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 | $224,256 | $93,598+139.6% | $135,974+64.9% | $75,173+198.3% |
| Participation rate | 95.0% | 75.2%+19.8pp | 81.9%+13.1pp | 67.2%+27.8pp |
| Annual return | 16.50% | 30.89%-14.4pp | 68.30%-51.8pp | 160.72%-144.2pp |
| Employer contribution / active EE | $14,183 | $3,538+300.9% | $4,859+191.9% | $2,671+431.0% |
| Participant deferral / active EE | $11,527 | $6,405+79.9% | $7,760+48.5% | $4,126+179.3% |
| Admin fee / account holder | $1 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |