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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,672 | $60,989+22.4% | $60,919+22.6% | $66,949+11.5% |
| Participation rate | 94.4% | 74.5%+20.0pp | 73.1%+21.3pp | 69.8%+24.6pp |
| Annual return | -2.41% | -9.60%+7.2pp | 16.96%-19.4pp | 1.57%-4.0pp |
| Employer contribution / active EE | $2,714 | $2,661+2.0% | $2,704+0.4% | $2,545+6.6% |
| Participant deferral / active EE | $3,621 | $3,615+0.2% | $3,814-5.1% | $4,239-14.6% |
| Admin fee / account holder | $0 | $338-99.9% | $3,228-100.0% | $594-100.0% |