Filed March 23, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $75 |
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 | $31,846 | $48,335-34.1% | $121,098-73.7% | $71,457-55.4% |
| Participation rate | 94.4% | 54.3%+40.2pp | 69.5%+25.0pp | 67.9%+26.5pp |
| Annual return | 16.18% | 23.32%-7.1pp | 985.75%-969.6pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,996 | $1,489+34.1% | $4,164-52.1% | $2,588-22.9% |
| Participant deferral / active EE | $2,078 | $2,754-24.5% | $4,080-49.1% | $4,289-51.5% |
| Admin fee / account holder | $0 | $1,841-100.0% | $5,644-100.0% | $1,587-100.0% |