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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 | $102,393+158.8% | $147,041+80.2% | $80,911+227.6% |
| Participation rate | 91.4% | 75.9%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 13.34% | 134.95%-121.6pp | 419.21%-405.9pp | 35.63%-22.3pp |
| Employer contribution / active EE | $8,107 | $3,715+118.2% | $4,935+64.3% | $2,756+194.2% |
| Participant deferral / active EE | $11,287 | $6,647+69.8% | $8,071+39.8% | $4,297+162.7% |
| Admin fee / account holder | $1 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |