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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $21,546 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,385 | $47,180-63.2% | $149,723-88.4% | $74,473-76.7% |
| Participation rate | 88.6% | 63.4%+25.2pp | 78.8%+9.8pp | 70.7%+17.8pp |
| Annual return | 11.97% | 22.75%-10.8pp | 134.50%-122.5pp | 34.36%-22.4pp |
| Employer contribution / active EE | $1,261 | $1,907-33.9% | $4,821-73.8% | $2,638-52.2% |
| Participant deferral / active EE | $1,487 | $2,730-45.5% | $5,682-73.8% | $4,530-67.2% |
| Admin fee / account holder | $29 | $343-91.6% | $13,215-99.8% | $347-91.7% |