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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $187 |
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 | $99,892 | $49,249+102.8% | $70,476+41.7% | $79,852+25.1% |
| Participation rate | 93.0% | 69.2%+23.8pp | 75.1%+17.9pp | 69.6%+23.3pp |
| Annual return | 14.76% | 30.09%-15.3pp | 109.12%-94.4pp | 31.72%-17.0pp |
| Employer contribution / active EE | $1,071 | $2,100-49.0% | $2,738-60.9% | $2,471-56.6% |
| Participant deferral / active EE | $7,255 | $2,769+162.0% | $3,710+95.5% | $3,740+94.0% |
| Admin fee / account holder | $1 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |