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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $735 |
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 | $105,487 | $69,774+51.2% | $67,575+56.1% | $74,459+41.7% |
| Participation rate | 94.9% | 71.4%+23.6pp | 72.9%+22.0pp | 67.2%+27.7pp |
| Annual return | 14.27% | -40.53%+54.8pp | 3528.98%-3514.7pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $4,633 | $2,710+70.9% | $2,736+69.4% | $2,626+76.4% |
| Participant deferral / active EE | $2,635 | $3,636-27.5% | $4,003-34.2% | $4,350-39.4% |
| Admin fee / account holder | $5 | $890-99.4% | $3,993-99.9% | $1,945-99.7% |