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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $26,234 |
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 | $117,344 | $69,745+68.2% | $67,511+73.8% | $74,546+57.4% |
| Participation rate | 95.6% | 71.3%+24.3pp | 72.9%+22.7pp | 67.2%+28.4pp |
| Annual return | 12.97% | -40.37%+53.3pp | 3517.41%-3504.4pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $2,200 | $2,705-18.7% | $2,733-19.5% | $2,624-16.2% |
| Participant deferral / active EE | $4,779 | $3,636+31.4% | $4,000+19.5% | $4,347+9.9% |
| Admin fee / account holder | $67 | $894-92.5% | $3,999-98.3% | $1,944-96.5% |