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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 | $834 |
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 | $153,969 | $52,961+190.7% | $172,752-10.9% | $65,185+136.2% |
| Participation rate | 98.9% | 66.2%+32.7pp | 82.6%+16.2pp | 70.2%+28.7pp |
| Annual return | 21.94% | 30.12%-8.2pp | 802.97%-781.0pp | 29.38%-7.4pp |
| Employer contribution / active EE | $18,373 | $2,190+738.9% | $5,144+257.2% | $2,177+744.1% |
| Participant deferral / active EE | $4,593 | $2,471+85.9% | $5,198-11.6% | $3,514+30.7% |
| Admin fee / account holder | $94 | $472-80.1% | $13,955-99.3% | $847-88.9% |