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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 | $69,708+68.3% | $67,560+73.7% | $74,478+57.6% |
| Participation rate | 95.6% | 71.4%+24.2pp | 72.9%+22.7pp | 67.2%+28.4pp |
| Annual return | 12.97% | -40.67%+53.6pp | 3533.50%-3520.5pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $2,200 | $2,715-19.0% | $2,737-19.6% | $2,626-16.2% |
| Participant deferral / active EE | $4,779 | $3,637+31.4% | $4,004+19.4% | $4,350+9.9% |
| Admin fee / account holder | $67 | $887-92.4% | $3,994-98.3% | $1,946-96.5% |