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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $11,069 |
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 | $11,718 | $51,620-77.3% | $90,324-87.0% | $65,186-82.0% |
| Participation rate | 97.1% | 68.6%+28.5pp | 73.3%+23.8pp | 70.2%+26.9pp |
| Annual return | 16.72% | 24.94%-8.2pp | 78.15%-61.4pp | 29.39%-12.7pp |
| Employer contribution / active EE | $783 | $2,235-65.0% | $2,856-72.6% | $2,177-64.0% |
| Participant deferral / active EE | $1,202 | $2,871-58.1% | $3,885-69.1% | $3,514-65.8% |
| Admin fee / account holder | $30 | $384-92.3% | $5,356-99.4% | $847-96.5% |