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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 73 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other insurance fees and expenses | $12,655 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,079 | $55,470-45.8% | $155,556-80.7% | $74,478-59.6% |
| Participation rate | 95.6% | 61.9%+33.7pp | 78.2%+17.4pp | 67.2%+28.4pp |
| Annual return | 10.64% | 269.80%-259.2pp | 64.84%-54.2pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $1,760 | $2,267-22.4% | $4,675-62.4% | $2,626-33.0% |
| Participant deferral / active EE | $1,317 | $2,838-53.6% | $5,631-76.6% | $4,350-69.7% |
| Admin fee / account holder | $81 | $1,744-95.3% | $15,885-99.5% | $1,946-95.8% |