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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 | $48,277+250.0% | $67,511+150.3% | $80,874+108.9% |
| Participation rate | 96.2% | 66.4%+29.8pp | 72.9%+23.3pp | 67.6%+28.5pp |
| Annual return | 13.80% | 18.27%-4.5pp | 3517.41%-3503.6pp | 35.62%-21.8pp |
| Employer contribution / active EE | $3,821 | $2,021+89.1% | $2,733+39.8% | $2,756+38.7% |
| Participant deferral / active EE | $9,182 | $2,926+213.8% | $4,000+129.5% | $4,297+113.7% |
| Admin fee / account holder | $1 | $3,687-100.0% | $3,999-100.0% | $6,935-100.0% |