Filed July 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $8,385 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $24,305 | $46,697-48.0% | $117,529-79.3% | $68,490-64.5% |
| Participation rate | 74.0% | 56.8%+17.2pp | 70.6%+3.4pp | 67.9%+6.1pp |
| Annual return | -10.49% | -14.52%+4.0pp | 29.77%-40.3pp | -7.85%-2.6pp |
| Employer contribution / active EE | $1,442 | $1,506-4.2% | $4,179-65.5% | $2,597-44.5% |
| Participant deferral / active EE | $2,343 | $2,637-11.2% | $4,072-42.5% | $4,028-41.8% |
| Admin fee / account holder | $315 | $4,023-92.2% | $5,645-94.4% | $5,403-94.2% |