Filed June 2, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $22,489 |
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 | $22,210 | $46,332-52.1% | $143,797-84.6% | $64,824-65.7% |
| Participation rate | 96.4% | 64.2%+32.1pp | 80.3%+16.1pp | 71.5%+24.9pp |
| Annual return | -14.27% | -10.05%-4.2pp | -0.04%-14.2pp | 32.84%-47.1pp |
| Employer contribution / active EE | $1,394 | $1,911-27.0% | $4,952-71.8% | $2,507-44.4% |
| Participant deferral / active EE | $2,012 | $2,647-24.0% | $5,638-64.3% | $4,311-53.3% |
| Admin fee / account holder | $25 | $154-83.5% | $14,679-99.8% | $188-86.5% |