Filed May 17, 2022
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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 | $15 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,969 | $68,408+84.1% | $57,179+120.3% | $57,658+118.5% |
| Participation rate | 75.9% | 79.1%-3.3pp | 75.3%+0.5pp | 70.2%+5.6pp |
| Annual return | 6.77% | 8.51%-1.7pp | 14.59%-7.8pp | 5.13%+1.6pp |
| Employer contribution / active EE | $4,596 | $2,869+60.2% | $2,682+71.3% | $1,974+132.8% |
| Participant deferral / active EE | $4,626 | $2,903+59.4% | $3,096+49.4% | $3,061+51.2% |
| Admin fee / account holder | $0 | $70-99.3% | $3,139-100.0% | $95-99.5% |