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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA OF AMERICA Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $438 |
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 | $73,717 | $77,817-5.3% | $123,553-40.3% | $64,173+14.9% |
| Participation rate | 86.4% | 74.7%+11.7pp | 82.3%+4.1pp | 69.6%+16.8pp |
| Annual return | -4.10% | 12.49%-16.6pp | 119.21%-123.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $3,217 | $3,014+6.7% | $4,628-30.5% | $2,381+35.1% |
| Participant deferral / active EE | $5,345 | $5,240+2.0% | $6,426-16.8% | $3,470+54.1% |
| Admin fee / account holder | $4 | $5,519-99.9% | $9,284-100.0% | $4,887-99.9% |