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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $6,321 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,346 | $79,151+2.8% | $60,919+33.5% | $64,829+25.5% |
| Participation rate | 97.9% | 77.7%+20.2pp | 73.1%+24.8pp | 71.5%+26.4pp |
| Annual return | 0.00% | -7.12%+7.1pp | 16.98%-17.0pp | 32.85%-32.8pp |
| Employer contribution / active EE | $111 | $3,052-96.4% | $2,704-95.9% | $2,507-95.6% |
| Participant deferral / active EE | $210 | $3,727-94.4% | $3,814-94.5% | $4,312-95.1% |
| Admin fee / account holder | $3 | $106-96.9% | $3,226-99.9% | $188-98.3% |