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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $4,565 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,450 | $57,976-4.4% | $63,003-12.0% | $62,293-11.0% |
| Participation rate | 94.1% | 75.9%+18.2pp | 74.8%+19.3pp | 69.5%+24.6pp |
| Annual return | 11.50% | 17.54%-6.0pp | 87.59%-76.1pp | 28.90%-17.4pp |
| Employer contribution / active EE | $1,665 | $2,415-31.1% | $2,760-39.7% | $2,042-18.5% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,329-100.0% | $3,169-100.0% |
| Admin fee / account holder | $14 | $276-94.8% | $3,600-99.6% | $479-97.0% |