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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 | $150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,495 | $60,989+138.6% | $60,906+138.9% | $66,938+117.4% |
| Participation rate | 85.1% | 74.5%+10.7pp | 73.1%+12.0pp | 69.8%+15.3pp |
| Annual return | -12.67% | -9.60%-3.1pp | 16.94%-29.6pp | 1.58%-14.3pp |
| Employer contribution / active EE | $4,623 | $2,661+73.7% | $2,703+71.0% | $2,545+81.6% |
| Participant deferral / active EE | $6,026 | $3,615+66.7% | $3,814+58.0% | $4,238+42.2% |
| Admin fee / account holder | $0 | $338-100.0% | $3,227-100.0% | $594-100.0% |