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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 | $102,382-3.1% | $147,005-32.5% | $80,874+22.7% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.2%+10.9pp | 67.6%+25.4pp |
| Annual return | 13.03% | 134.89%-121.9pp | 418.76%-405.7pp | 35.62%-22.6pp |
| Employer contribution / active EE | $4,864 | $3,715+30.9% | $4,934-1.4% | $2,756+76.5% |
| Participant deferral / active EE | $7,514 | $6,646+13.1% | $8,070-6.9% | $4,297+74.9% |
| Admin fee / account holder | $126 | $7,942-98.4% | $13,006-99.0% | $6,935-98.2% |