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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $1,880 |
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 | $73,439 | $53,837+36.4% | $75,717-3.0% | $85,856-14.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 83.27% | 24.54%+58.7pp | 104.58%-21.3pp | 318.58%-235.3pp |
| Employer contribution / active EE | $2,032 | $2,017+0.7% | $2,743-25.9% | $2,565-20.8% |
| Participant deferral / active EE | $4,035 | $2,895+39.4% | $3,821+5.6% | $3,952+2.1% |
| Admin fee / account holder | $37 | $3,341-98.9% | $3,619-99.0% | $6,261-99.4% |