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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $8,279 |
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 | $99,233 | $70,083+41.6% | $59,899+65.7% | $55,725+78.1% |
| Participation rate | 98.5% | 78.4%+20.2pp | 74.7%+23.8pp | 70.9%+27.7pp |
| Annual return | -2.83% | 3.13%-6.0pp | 3.46%-6.3pp | 244.93%-247.8pp |
| Employer contribution / active EE | $5,155 | $2,878+79.1% | $2,723+89.3% | $2,078+148.0% |
| Participant deferral / active EE | $5,571 | $3,079+81.0% | $3,402+63.7% | $3,356+66.0% |
| Admin fee / account holder | $16 | $70-77.4% | $3,592-99.6% | $115-86.2% |