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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $3,814 |
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 | $27,100 | $45,087-39.9% | $69,483-61.0% | $72,976-62.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 21.12% | 22.67%-1.6pp | 28.99%-7.9pp | 81.02%-59.9pp |
| Employer contribution / active EE | $2,830 | $2,055+37.7% | $2,780+1.8% | $2,440+16.0% |
| Participant deferral / active EE | $4,417 | $2,603+69.7% | $3,537+24.9% | $3,608+22.4% |
| Admin fee / account holder | $32 | $3,057-99.0% | $3,841-99.2% | $5,124-99.4% |