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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $18,046 |
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 | $124,943 | $77,460+61.3% | $100,378+24.5% | $80,925+54.4% |
| Participation rate | 95.5% | 76.9%+18.5pp | 81.5%+13.9pp | 67.7%+27.8pp |
| Annual return | 23.71% | 37.24%-13.5pp | 49.41%-25.7pp | 35.65%-11.9pp |
| Employer contribution / active EE | $4,666 | $2,801+66.6% | $3,942+18.4% | $2,756+69.3% |
| Participant deferral / active EE | $10,996 | $6,818+61.3% | $8,087+36.0% | $4,299+155.8% |
| Admin fee / account holder | $120 | $5,887-98.0% | $7,899-98.5% | $6,940-98.3% |