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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $18,190 |
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 | $43,267 | $50,860-14.9% | $155,574-72.2% | $77,714-44.3% |
| Participation rate | 72.0% | 63.1%+8.9pp | 78.2%-6.2pp | 70.6%+1.4pp |
| Annual return | 14.87% | 34.86%-20.0pp | 64.87%-50.0pp | 31.26%-16.4pp |
| Employer contribution / active EE | $1,380 | $1,991-30.7% | $4,676-70.5% | $2,727-49.4% |
| Participant deferral / active EE | $3,716 | $2,825+31.6% | $5,629-34.0% | $4,649-20.1% |
| Admin fee / account holder | $42 | $436-90.4% | $15,914-99.7% | $433-90.4% |