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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $8 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,261 | $72,465-37.5% | $67,575-33.0% | $145,884-69.0% |
| Participation rate | 95.2% | 76.9%+18.4pp | 72.9%+22.3pp | 80.3%+14.9pp |
| Annual return | 15.01% | 7222.56%-7207.5pp | 3528.98%-3514.0pp | 551.85%-536.8pp |
| Employer contribution / active EE | $2,920 | $3,074-5.0% | $2,736+6.8% | $4,662-37.4% |
| Participant deferral / active EE | $8,848 | $4,786+84.9% | $4,003+121.0% | $6,690+32.3% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |