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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $21,631 |
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 | $114,624 | $95,542+20.0% | $69,464+65.0% | $67,579+69.6% |
| Participation rate | 98.3% | 79.4%+18.9pp | 74.6%+23.7pp | 71.3%+27.0pp |
| Annual return | 17.90% | 17.67%+0.2pp | 28.98%-11.1pp | 378.56%-360.7pp |
| Employer contribution / active EE | $5,540 | $2,989+85.4% | $2,779+99.3% | $2,148+157.9% |
| Participant deferral / active EE | $6,332 | $3,263+94.1% | $3,536+79.1% | $3,539+78.9% |
| Admin fee / account holder | $40 | $90-55.8% | $3,840-99.0% | $142-72.1% |