Filed March 23, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $100 |
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 | $29,264 | $46,697-37.3% | $117,533-75.1% | $68,486-57.3% |
| Participation rate | 88.2% | 56.8%+31.4pp | 70.6%+17.6pp | 67.9%+20.3pp |
| Annual return | -13.34% | -14.52%+1.2pp | 29.77%-43.1pp | -7.85%-5.5pp |
| Employer contribution / active EE | $1,787 | $1,506+18.7% | $4,179-57.2% | $2,597-31.2% |
| Participant deferral / active EE | $2,340 | $2,637-11.3% | $4,072-42.5% | $4,028-41.9% |
| Admin fee / account holder | $0 | $4,023-100.0% | $5,647-100.0% | $5,404-100.0% |