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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NC 10017 | Recordkeeping Fees | $1,622 |
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 | $77,527 | $45,082+72.0% | $69,464+11.6% | $72,975+6.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 17.36% | 22.66%-5.3pp | 28.98%-11.6pp | 81.01%-63.6pp |
| Employer contribution / active EE | $1,805 | $2,055-12.2% | $2,779-35.1% | $2,440-26.0% |
| Participant deferral / active EE | $5,263 | $2,604+102.1% | $3,536+48.8% | $3,608+45.9% |
| Admin fee / account holder | $24 | $3,057-99.2% | $3,840-99.4% | $5,124-99.5% |