Filed September 16, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $33,505 |
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 | $121,923 | $65,084+87.3% | $67,681+80.1% | $64,340+89.5% |
| Participation rate | 98.8% | 66.7%+32.0pp | 73.7%+25.0pp | 55.2%+43.5pp |
| Annual return | 12.06% | 20.50%-8.4pp | 590.58%-578.5pp | 24.14%-12.1pp |
| Employer contribution / active EE | $5,581 | $2,398+132.7% | $2,678+108.4% | $1,862+199.8% |
| Participant deferral / active EE | $8,720 | $3,210+171.6% | $3,976+119.3% | $2,980+192.6% |
| Admin fee / account holder | $91 | $1,415-93.6% | $6,100-98.5% | $3,703-97.5% |