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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $38,312 |
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 | $104,356 | $69,708+49.7% | $67,560+54.5% | $74,478+40.1% |
| Participation rate | 97.4% | 71.4%+25.9pp | 72.9%+24.4pp | 67.2%+30.1pp |
| Annual return | 12.47% | -40.67%+53.1pp | 3533.50%-3521.0pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $7,708 | $2,715+183.9% | $2,737+181.7% | $2,626+193.5% |
| Participant deferral / active EE | $5,151 | $3,637+41.6% | $4,004+28.6% | $4,350+18.4% |
| Admin fee / account holder | $115 | $887-87.1% | $3,994-97.1% | $1,946-94.1% |