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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $14,104 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,338 | $54,237-79.1% | $90,304-87.4% | $67,579-83.2% |
| Participation rate | 96.5% | 68.6%+27.9pp | 73.3%+23.2pp | 71.3%+25.2pp |
| Annual return | 18.25% | 37.27%-19.0pp | 78.13%-59.9pp | 378.56%-360.3pp |
| Employer contribution / active EE | $1,456 | $1,846-21.1% | $2,855-49.0% | $2,148-32.2% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $29 | $123-76.6% | $5,354-99.5% | $142-79.7% |