Filed November 2, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $6,280 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,257 | $67,984+0.4% | $65,493+4.2% | $74,304-8.1% |
| Participation rate | 94.3% | 66.3%+27.9pp | 73.1%+21.2pp | 60.3%+33.9pp |
| Annual return | 15.46% | 19.87%-4.4pp | 982.45%-967.0pp | 29.43%-14.0pp |
| Employer contribution / active EE | $3,218 | $2,491+29.2% | $2,574+25.0% | $2,241+43.6% |
| Participant deferral / active EE | $4,661 | $3,346+39.3% | $3,961+17.7% | $3,767+23.7% |
| Admin fee / account holder | $17 | $1,373-98.8% | $5,028-99.7% | $2,969-99.4% |