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 | $52,450-33.1% | $129,397-72.9% | $74,429-52.9% |
| Participation rate | 95.9% | 53.8%+42.0pp | 69.6%+26.2pp | 67.2%+28.6pp |
| Annual return | 12.61% | 15.65%-3.0pp | 9453.98%-9441.4pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $2,015 | $1,532+31.5% | $4,154-51.5% | $2,625-23.2% |
| Participant deferral / active EE | $2,158 | $2,797-22.8% | $4,167-48.2% | $4,348-50.4% |
| Admin fee / account holder | $1 | $2,636-100.0% | $7,679-100.0% | $1,944-100.0% |