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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $5,743 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,704 | $68,408-30.3% | $57,196-16.6% | $57,658-17.3% |
| Participation rate | 88.7% | 79.1%+9.6pp | 75.3%+13.4pp | 70.2%+18.5pp |
| Annual return | 6.59% | 8.51%-1.9pp | 14.59%-8.0pp | 5.13%+1.5pp |
| Employer contribution / active EE | $947 | $2,869-67.0% | $2,683-64.7% | $1,974-52.0% |
| Participant deferral / active EE | $1,196 | $2,903-58.8% | $3,096-61.4% | $3,061-60.9% |
| Admin fee / account holder | $19 | $70-73.3% | $3,141-99.4% | $95-80.4% |