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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $2,244 |
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 | $43,417 | $48,337-10.2% | $67,560-35.7% | $80,959-46.4% |
| Participation rate | 94.4% | 66.4%+28.0pp | 72.9%+21.5pp | 67.7%+26.8pp |
| Annual return | 11.51% | 18.26%-6.7pp | 3533.50%-3522.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $530 | $2,023-73.8% | $2,737-80.6% | $2,757-80.8% |
| Participant deferral / active EE | $1,243 | $2,928-57.6% | $4,004-69.0% | $4,300-71.1% |
| Admin fee / account holder | $37 | $3,695-99.0% | $3,994-99.1% | $6,925-99.5% |