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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $11,684 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,009 | $81,331-31.1% | $155,534-64.0% | $80,935-30.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.41% | 33.37%-23.0pp | 64.92%-54.5pp | 35.66%-25.2pp |
| Employer contribution / active EE | $2,550 | $3,105-17.9% | $4,675-45.4% | $2,757-7.5% |
| Participant deferral / active EE | $6,829 | $3,454+97.7% | $5,630+21.3% | $4,299+58.8% |
| Admin fee / account holder | $79 | $7,999-99.0% | $15,900-99.5% | $6,924-98.9% |