Filed January 19, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping | $20,360 |
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 | $131,096 | $55,002+138.3% | $59,899+118.9% | $56,289+132.9% |
| Participation rate | 73.6% | 75.9%-2.3pp | 74.7%-1.1pp | 69.9%+3.8pp |
| Annual return | -3.28% | 1.13%-4.4pp | 3.46%-6.7pp | -9.96%+6.7pp |
| Employer contribution / active EE | $5,909 | $2,448+141.4% | $2,723+117.0% | $2,111+179.9% |
| Participant deferral / active EE | $7,647 | $3,121+145.0% | $3,402+124.7% | $3,350+128.3% |
| Admin fee / account holder | $96 | $236-59.1% | $3,592-97.3% | $521-81.5% |