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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 | $72,396-37.5% | $67,511-33.0% | $145,959-69.0% |
| Participation rate | 95.2% | 76.9%+18.4pp | 72.9%+22.4pp | 80.3%+15.0pp |
| Annual return | 15.01% | 7194.07%-7179.1pp | 3517.41%-3502.4pp | 561.95%-546.9pp |
| Employer contribution / active EE | $2,920 | $3,071-4.9% | $2,733+6.9% | $4,661-37.3% |
| Participant deferral / active EE | $8,848 | $4,781+85.0% | $4,000+121.2% | $6,689+32.3% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |