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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $425 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,542 | $57,763+25.6% | $112,228-35.4% | $71,529+1.4% |
| Participation rate | 92.7% | 58.9%+33.7pp | 72.4%+20.2pp | 67.9%+24.7pp |
| Annual return | 18.03% | 18.26%-0.2pp | 30.23%-12.2pp | 28.97%-10.9pp |
| Employer contribution / active EE | $2,763 | $1,916+44.2% | $3,432-19.5% | $2,590+6.7% |
| Participant deferral / active EE | $4,834 | $2,865+68.7% | $4,800+0.7% | $4,291+12.7% |
| Admin fee / account holder | $0 | $1,563-100.0% | $7,752-100.0% | $1,588-100.0% |