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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,764 | $62,715-20.7% | $104,299-52.3% | $66,949-25.7% |
| Participation rate | 95.7% | 59.6%+36.2pp | 73.3%+22.5pp | 69.8%+25.9pp |
| Annual return | -13.81% | -14.70%+0.9pp | 24.62%-38.4pp | 1.57%-15.4pp |
| Employer contribution / active EE | $2,524 | $1,976+27.8% | $3,373-25.2% | $2,545-0.8% |
| Participant deferral / active EE | $4,005 | $2,852+40.5% | $4,626-13.4% | $4,239-5.5% |
| Admin fee / account holder | $0 | $657-100.0% | $7,339-100.0% | $594-100.0% |