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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 | $48,277-35.6% | $67,511-54.0% | $80,874-61.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.90% | 18.27%-3.4pp | 3517.41%-3502.5pp | 35.62%-20.7pp |
| Employer contribution / active EE | $2,980 | $2,021+47.4% | $2,733+9.0% | $2,756+8.1% |
| Participant deferral / active EE | $2,857 | $2,926-2.4% | $4,000-28.6% | $4,297-33.5% |
| Admin fee / account holder | $9 | $3,687-99.8% | $3,999-99.8% | $6,935-99.9% |