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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $10,358 |
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 | $66,280 | $52,467+26.3% | $57,196+15.9% | $55,167+20.1% |
| Participation rate | 93.4% | 75.8%+17.6pp | 75.3%+18.1pp | 69.0%+24.4pp |
| Annual return | 6.30% | 7.72%-1.4pp | 14.59%-8.3pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,139 | $2,830+10.9% | $3,096+1.4% | $3,054+2.8% |
| Admin fee / account holder | $55 | $269-79.6% | $3,141-98.3% | $504-89.1% |