Filed December 6, 2022
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 50 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Direct Payment | $33,537 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,285 | $60,989+25.1% | $60,874+25.3% | $66,914+14.0% |
| Participation rate | 79.5% | 74.5%+5.0pp | 73.1%+6.4pp | 69.8%+9.7pp |
| Annual return | -12.83% | -9.60%-3.2pp | 16.90%-29.7pp | 1.58%-14.4pp |
| Employer contribution / active EE | $4,687 | $2,661+76.2% | $2,701+73.5% | $2,544+84.2% |
| Participant deferral / active EE | $3,697 | $3,615+2.3% | $3,817-3.1% | $4,237-12.7% |
| Admin fee / account holder | $254 | $338-24.8% | $3,224-92.1% | $593-57.1% |