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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $29,748 |
Service code 27 · EIN 20-8532658 | Advisory (Plan) | $15,000 |
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 | $77,622 | $79,151-1.9% | $60,906+27.4% | $64,819+19.8% |
| Participation rate | 75.8% | 77.7%-1.9pp | 73.1%+2.7pp | 71.5%+4.3pp |
| Annual return | -11.84% | -7.12%-4.7pp | 16.94%-28.8pp | 32.84%-44.7pp |
| Employer contribution / active EE | $2,207 | $3,052-27.7% | $2,703-18.4% | $2,507-12.0% |
| Participant deferral / active EE | $3,835 | $3,727+2.9% | $3,814+0.6% | $4,311-11.0% |
| Admin fee / account holder | $94 | $106-10.7% | $3,227-97.1% | $188-49.7% |