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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,257 | $64,705+5.5% | $62,929+8.5% | $67,986+0.4% |
| Participation rate | 94.3% | 65.6%+28.7pp | 73.1%+21.2pp | 57.2%+37.1pp |
| Annual return | 15.46% | 20.31%-4.9pp | 1063.93%-1048.5pp | 31.67%-16.2pp |
| Employer contribution / active EE | $3,218 | $2,376+35.4% | $2,505+28.5% | $2,019+59.4% |
| Participant deferral / active EE | $4,661 | $3,198+45.7% | $3,888+19.9% | $3,358+38.8% |
| Admin fee / account holder | $17 | $1,428-98.8% | $5,065-99.7% | $3,203-99.5% |