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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 | $48,314-35.7% | $67,561-54.0% | $80,925-61.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.90% | 18.28%-3.4pp | 3525.44%-3510.5pp | 35.65%-20.7pp |
| Employer contribution / active EE | $2,980 | $2,022+47.4% | $2,735+9.0% | $2,756+8.1% |
| Participant deferral / active EE | $2,857 | $2,927-2.4% | $4,003-28.6% | $4,299-33.5% |
| Admin fee / account holder | $9 | $3,690-99.8% | $4,006-99.8% | $6,940-99.9% |