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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $30,615 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,174 | $101,499-10.2% | $147,005-38.0% | $74,546+22.3% |
| Participation rate | 94.3% | 75.5%+18.8pp | 82.2%+12.1pp | 67.2%+27.1pp |
| Annual return | 13.04% | 8732.34%-8719.3pp | 418.76%-405.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $3,803 | $3,811-0.2% | $4,934-22.9% | $2,624+44.9% |
| Participant deferral / active EE | $2,902 | $7,304-60.3% | $8,070-64.0% | $4,347-33.2% |
| Admin fee / account holder | $92 | $1,748-94.7% | $13,006-99.3% | $1,944-95.3% |