Filed May 25, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 50 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Direct Payment | $1,376 |
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 | $93,409 | $52,467+78.0% | $57,196+63.3% | $55,167+69.3% |
| Participation rate | 99.5% | 75.8%+23.6pp | 75.3%+24.1pp | 69.0%+30.5pp |
| Annual return | 7.32% | 7.72%-0.4pp | 14.59%-7.3pp | 169.23%-161.9pp |
| Employer contribution / active EE | $4,783 | $2,477+93.1% | $2,683+78.3% | $1,963+143.7% |
| Participant deferral / active EE | $6,032 | $2,830+113.2% | $3,096+94.8% | $3,054+97.5% |
| Admin fee / account holder | $3 | $269-98.9% | $3,141-99.9% | $504-99.4% |