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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $4,924 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,830 | $46,697+113.8% | $117,533-15.1% | $68,486+45.8% |
| Participation rate | 91.4% | 56.8%+34.6pp | 70.6%+20.8pp | 67.9%+23.5pp |
| Annual return | -11.88% | -14.52%+2.6pp | 29.77%-41.7pp | -7.85%-4.0pp |
| Employer contribution / active EE | $5,119 | $1,506+240.0% | $4,179+22.5% | $2,597+97.1% |
| Participant deferral / active EE | $3,418 | $2,637+29.6% | $4,072-16.1% | $4,028-15.1% |
| Admin fee / account holder | $19 | $4,023-99.5% | $5,647-99.7% | $5,404-99.6% |