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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $868 |
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 | $57,638 | $52,467+9.9% | $57,196+0.8% | $55,167+4.5% |
| Participation rate | 83.2% | 75.8%+7.3pp | 75.3%+7.9pp | 69.0%+14.2pp |
| Annual return | 1.94% | 7.72%-5.8pp | 14.59%-12.7pp | 169.23%-167.3pp |
| Employer contribution / active EE | $1,984 | $2,477-19.9% | $2,683-26.1% | $1,963+1.1% |
| Participant deferral / active EE | $3,884 | $2,830+37.2% | $3,096+25.4% | $3,054+27.2% |
| Admin fee / account holder | $4 | $269-98.5% | $3,141-99.9% | $504-99.2% |