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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $16,734 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,617 | $46,722-25.9% | $130,660-73.5% | $65,186-46.9% |
| Participation rate | 93.4% | 60.9%+32.5pp | 71.7%+21.6pp | 70.2%+23.2pp |
| Annual return | 17.63% | 24.17%-6.5pp | 1709.29%-1691.7pp | 29.39%-11.8pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,739 | $2,545+86.2% | $3,603+31.5% | $3,514+34.9% |
| Admin fee / account holder | $66 | $453-85.3% | $5,463-98.8% | $847-92.2% |