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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 12 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Participant loan processing; Recordke... | $1,872 |
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 | $108,658 | $204,517-46.9% | $69,480+56.4% | $77,775+39.7% |
| Participation rate | 89.2% | 74.6%+14.5pp | 74.6%+14.5pp | 73.2%+15.9pp |
| Annual return | 20.12% | 22.10%-2.0pp | 28.99%-8.9pp | 32.58%-12.5pp |
| Employer contribution / active EE | $5,872 | $3,548+65.5% | $2,780+111.2% | $2,504+134.5% |
| Participant deferral / active EE | $6,841 | $3,478+96.7% | $3,537+93.4% | $3,966+72.5% |
| Admin fee / account holder | $3 | $101-97.0% | $3,840-99.9% | $100-97.0% |