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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,862 | $49,239+50.0% | $70,462+4.8% | $79,858-7.5% |
| Participation rate | 60.7% | 69.2%-8.5pp | 75.1%-14.4pp | 69.6%-9.0pp |
| Annual return | 15.41% | 30.08%-14.7pp | 109.08%-93.7pp | 31.72%-16.3pp |
| Employer contribution / active EE | $2,405 | $2,100+14.5% | $2,737-12.1% | $2,471-2.7% |
| Participant deferral / active EE | $5,380 | $2,769+94.3% | $3,710+45.0% | $3,740+43.9% |
| Admin fee / account holder | $1 | $2,876-99.9% | $3,845-100.0% | $5,306-100.0% |