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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $4,542 |
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 | $85,539 | $48,570+76.1% | $130,660-34.5% | $72,975+17.2% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 16.96% | 38.63%-21.7pp | 1709.29%-1692.3pp | 81.01%-64.1pp |
| Employer contribution / active EE | $5,203 | $1,334+290.0% | $4,092+27.1% | $2,440+113.2% |
| Participant deferral / active EE | $3,568 | $2,384+49.7% | $3,603-1.0% | $3,608-1.1% |
| Admin fee / account holder | $19 | $3,549-99.5% | $5,463-99.7% | $5,124-99.6% |