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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $450 |
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 | $168,967 | $48,327+249.6% | $67,575+150.0% | $80,935+108.8% |
| Participation rate | 96.2% | 66.4%+29.7pp | 72.9%+23.2pp | 67.7%+28.5pp |
| Annual return | 13.80% | 18.31%-4.5pp | 3528.98%-3515.2pp | 35.66%-21.9pp |
| Employer contribution / active EE | $3,821 | $2,022+89.0% | $2,736+39.7% | $2,757+38.6% |
| Participant deferral / active EE | $9,182 | $2,927+213.7% | $4,003+129.4% | $4,299+113.6% |
| Admin fee / account holder | $1 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |