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 | $65,072+87.4% | $66,439+83.5% | $65,306+86.7% |
| Participation rate | 98.8% | 69.1%+29.7pp | 74.5%+24.3pp | 57.7%+41.1pp |
| Annual return | 12.06% | 21.50%-9.4pp | 757.66%-745.6pp | 21.94%-9.9pp |
| Employer contribution / active EE | $5,581 | $2,475+125.5% | $2,637+111.7% | $1,967+183.7% |
| Participant deferral / active EE | $8,720 | $3,234+169.6% | $3,876+125.0% | $2,959+194.7% |
| Admin fee / account holder | $91 | $1,323-93.1% | $6,173-98.5% | $3,480-97.4% |