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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 | $225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,728 | $65,322+5.2% | $70,494-2.5% | $73,497-6.5% |
| Participation rate | 96.4% | 77.0%+19.5pp | 75.1%+21.3pp | 70.7%+25.7pp |
| Annual return | 53.25% | 15.71%+37.5pp | 109.16%-55.9pp | 28.51%+24.7pp |
| Employer contribution / active EE | $2,350 | $2,460-4.4% | $2,738-14.2% | $2,270+3.5% |
| Participant deferral / active EE | $2,930 | $3,375-13.2% | $3,711-21.0% | $3,740-21.7% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |