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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,091 | $52,406-33.0% | $129,207-72.8% | $74,495-52.9% |
| Participation rate | 95.9% | 53.8%+42.1pp | 69.6%+26.2pp | 67.2%+28.7pp |
| Annual return | 12.61% | 15.66%-3.0pp | 9417.33%-9404.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,015 | $1,531+31.7% | $4,153-51.5% | $2,623-23.2% |
| Participant deferral / active EE | $2,158 | $2,794-22.8% | $4,168-48.2% | $4,346-50.3% |
| Admin fee / account holder | $1 | $2,633-100.0% | $7,715-100.0% | $1,942-100.0% |