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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 | $81,262-31.1% | $155,602-64.0% | $80,911-30.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.41% | 33.34%-22.9pp | 64.81%-54.4pp | 35.63%-25.2pp |
| Employer contribution / active EE | $2,550 | $3,102-17.8% | $4,675-45.5% | $2,756-7.5% |
| Participant deferral / active EE | $6,829 | $3,451+97.8% | $5,629+21.3% | $4,297+58.9% |
| Admin fee / account holder | $79 | $7,992-99.0% | $15,923-99.5% | $6,935-98.9% |