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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 | $239 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,457 | $204,517-76.3% | $69,464-30.2% | $77,775-37.7% |
| Participation rate | 97.8% | 74.6%+23.2pp | 74.6%+23.2pp | 73.2%+24.6pp |
| Annual return | 18.46% | 22.10%-3.6pp | 28.98%-10.5pp | 32.58%-14.1pp |
| Employer contribution / active EE | $601 | $3,548-83.1% | $2,779-78.4% | $2,504-76.0% |
| Participant deferral / active EE | $1,658 | $3,478-52.3% | $3,536-53.1% | $3,966-58.2% |
| Admin fee / account holder | $0 | $101-100.0% | $3,840-100.0% | $100-100.0% |