Filed October 26, 2022 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $299 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,489 | $57,976+164.7% | $63,018+143.6% | $62,293+146.4% |
| Participation rate | 99.6% | 75.9%+23.6pp | 74.8%+24.7pp | 69.5%+30.0pp |
| Annual return | 14.42% | 17.54%-3.1pp | 87.62%-73.2pp | 28.90%-14.5pp |
| Employer contribution / active EE | $7,295 | $2,415+202.1% | $2,761+164.2% | $2,042+257.2% |
| Participant deferral / active EE | $9,507 | $2,956+221.6% | $3,330+185.5% | $3,169+200.0% |
| Admin fee / account holder | $6 | $276-98.0% | $3,601-99.8% | $479-98.8% |