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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $20,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,194 | $102,422-3.2% | $147,117-32.6% | $80,959+22.5% |
| Participation rate | 93.0% | 75.9%+17.2pp | 82.2%+10.8pp | 67.7%+25.4pp |
| Annual return | 13.03% | 135.16%-122.1pp | 420.54%-407.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $4,864 | $3,717+30.8% | $4,932-1.4% | $2,757+76.4% |
| Participant deferral / active EE | $7,514 | $6,652+13.0% | $8,065-6.8% | $4,300+74.7% |
| Admin fee / account holder | $126 | $7,953-98.4% | $12,993-99.0% | $6,925-98.2% |