Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $8,326 |
TIAA8+ years Service code 12 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Participant loan processing; Claims p... | $0 |
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 | $32,305 | $46,332-30.3% | $143,799-77.5% | $64,819-50.2% |
| Participation rate | 72.5% | 64.2%+8.2pp | 80.3%-7.8pp | 71.5%+1.0pp |
| Annual return | -12.27% | -10.05%-2.2pp | -0.04%-12.2pp | 32.84%-45.1pp |
| Employer contribution / active EE | $613 | $1,911-67.9% | $4,952-87.6% | $2,507-75.5% |
| Participant deferral / active EE | $1,641 | $2,647-38.0% | $5,638-70.9% | $4,311-61.9% |
| Admin fee / account holder | $9 | $154-93.9% | $14,677-99.9% | $188-95.0% |