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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 50 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Direct Payment | $75 |
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 | $116,415 | $65,322+78.2% | $70,462+65.2% | $73,493+58.4% |
| Participation rate | 80.5% | 77.0%+3.6pp | 75.1%+5.5pp | 70.7%+9.8pp |
| Annual return | 12.86% | 15.71%-2.9pp | 109.08%-96.2pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,526 | $2,460-38.0% | $2,737-44.3% | $2,270-32.8% |
| Participant deferral / active EE | $2,714 | $3,375-19.6% | $3,710-26.8% | $3,740-27.4% |
| Admin fee / account holder | $0 | $214-99.9% | $3,845-100.0% | $513-100.0% |