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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,778 |
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 | $94,005 | $65,582+43.3% | $64,101+46.7% | $71,511+31.5% |
| Participation rate | 94.4% | 73.2%+21.3pp | 72.3%+22.1pp | 67.9%+26.5pp |
| Annual return | 15.68% | 18.96%-3.3pp | 33.72%-18.0pp | 28.86%-13.2pp |
| Employer contribution / active EE | $4,735 | $2,671+77.3% | $2,749+72.3% | $2,589+82.9% |
| Participant deferral / active EE | $5,790 | $3,628+59.6% | $3,881+49.2% | $4,291+34.9% |
| Admin fee / account holder | $72 | $616-88.2% | $3,070-97.6% | $1,588-95.4% |