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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $175 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,623 | $74,706+1.2% | $75,714-0.1% | $79,391-4.7% |
| Participation rate | 95.9% | 75.3%+20.6pp | 74.8%+21.1pp | 70.7%+25.2pp |
| Annual return | 15.26% | 18.52%-3.3pp | 104.62%-89.4pp | 116.88%-101.6pp |
| Employer contribution / active EE | $2,385 | $2,590-7.9% | $2,744-13.1% | $2,428-1.7% |
| Participant deferral / active EE | $2,997 | $3,533-15.2% | $3,820-21.6% | $4,046-25.9% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $627-100.0% |