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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 | $7,367 |
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 | $98,631 | $53,774+83.4% | $134,162-26.5% | $79,852+23.5% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 13.59% | 19.01%-5.4pp | 36.35%-22.8pp | 31.72%-18.1pp |
| Employer contribution / active EE | $5,236 | $1,322+296.2% | $3,705+41.3% | $2,471+111.9% |
| Participant deferral / active EE | $3,614 | $2,420+49.3% | $3,500+3.3% | $3,740-3.4% |
| Admin fee / account holder | $29 | $3,985-99.3% | $6,685-99.6% | $5,306-99.5% |