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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $401 |
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 | $150,448 | $45,082+233.7% | $69,464+116.6% | $72,975+106.2% |
| Participation rate | 85.1% | 68.5%+16.6pp | 74.6%+10.5pp | 69.5%+15.6pp |
| Annual return | 16.84% | 22.66%-5.8pp | 28.98%-12.1pp | 81.01%-64.2pp |
| Employer contribution / active EE | $6,230 | $2,055+203.1% | $2,779+124.1% | $2,440+155.3% |
| Participant deferral / active EE | $10,680 | $2,604+310.2% | $3,536+202.0% | $3,608+196.0% |
| Admin fee / account holder | $3 | $3,057-99.9% | $3,840-99.9% | $5,124-99.9% |