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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $400 |
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 | $113,254 | $60,989+85.7% | $60,899+86.0% | $66,930+69.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -14.21% | -9.60%-4.6pp | 16.92%-31.1pp | 1.57%-15.8pp |
| Employer contribution / active EE | $4,310 | $2,661+62.0% | $2,702+59.5% | $2,545+69.3% |
| Participant deferral / active EE | $4,712 | $3,615+30.4% | $3,817+23.5% | $4,238+11.2% |
| Admin fee / account holder | $0 | $338-100.0% | $3,225-100.0% | $593-100.0% |