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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $4,134 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $82,758 | $45,087+83.6% | $69,483+19.1% | $72,976+13.4% |
| Participation rate | 86.4% | 68.5%+18.0pp | 74.6%+11.8pp | 69.5%+17.0pp |
| Annual return | 17.72% | 22.67%-5.0pp | 28.99%-11.3pp | 81.02%-63.3pp |
| Employer contribution / active EE | $3,346 | $2,055+62.8% | $2,780+20.4% | $2,440+37.1% |
| Participant deferral / active EE | $4,469 | $2,603+71.7% | $3,537+26.4% | $3,608+23.9% |
| Admin fee / account holder | $12 | $3,057-99.6% | $3,841-99.7% | $5,124-99.8% |