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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $269 |
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 | $31,083 | $48,337-35.7% | $67,560-54.0% | $80,959-61.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.90% | 18.26%-3.4pp | 3533.50%-3518.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $2,980 | $2,023+47.3% | $2,737+8.9% | $2,757+8.1% |
| Participant deferral / active EE | $2,857 | $2,928-2.4% | $4,004-28.7% | $4,300-33.6% |
| Admin fee / account holder | $9 | $3,695-99.8% | $3,994-99.8% | $6,925-99.9% |