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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $3,278 |
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 | $88,430 | $60,989+45.0% | $60,899+45.2% | $66,930+32.1% |
| Participation rate | 92.5% | 74.5%+18.0pp | 73.1%+19.4pp | 69.8%+22.7pp |
| Annual return | -13.77% | -9.60%-4.2pp | 16.92%-30.7pp | 1.57%-15.3pp |
| Employer contribution / active EE | $2,372 | $2,661-10.8% | $2,702-12.2% | $2,545-6.8% |
| Participant deferral / active EE | $7,425 | $3,615+105.4% | $3,817+94.5% | $4,238+75.2% |
| Admin fee / account holder | $50 | $338-85.3% | $3,225-98.5% | $593-91.6% |