Filed March 23, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $475 |
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 | $35,091 | $52,507-33.2% | $129,406-72.9% | $74,478-52.9% |
| Participation rate | 95.9% | 53.9%+42.0pp | 69.6%+26.2pp | 67.2%+28.6pp |
| Annual return | 12.61% | 15.64%-3.0pp | 9468.18%-9455.6pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $2,015 | $1,534+31.3% | $4,155-51.5% | $2,626-23.3% |
| Participant deferral / active EE | $2,158 | $2,801-22.9% | $4,167-48.2% | $4,350-50.4% |
| Admin fee / account holder | $1 | $2,639-100.0% | $7,689-100.0% | $1,946-100.0% |