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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $4,541 |
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 | $27,770 | $49,255-43.6% | $70,494-60.6% | $79,856-65.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.39% | 30.10%-15.7pp | 109.16%-94.8pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,002 | $2,100-4.6% | $2,738-26.9% | $2,471-19.0% |
| Participant deferral / active EE | $3,341 | $2,768+20.7% | $3,711-10.0% | $3,741-10.7% |
| Admin fee / account holder | $33 | $2,879-98.9% | $3,848-99.1% | $5,306-99.4% |