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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 | $17,380 |
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 | $95,485 | $60,795+57.1% | $69,464+37.5% | $65,185+46.5% |
| Participation rate | 85.4% | 74.9%+10.6pp | 74.6%+10.8pp | 70.2%+15.2pp |
| Annual return | 55.24% | 17.46%+37.8pp | 28.98%+26.3pp | 29.38%+25.9pp |
| Employer contribution / active EE | $4,692 | $2,452+91.4% | $2,779+68.8% | $2,177+115.6% |
| Participant deferral / active EE | $1,976 | $3,162-37.5% | $3,536-44.1% | $3,514-43.8% |
| Admin fee / account holder | $6 | $314-98.1% | $3,840-99.8% | $847-99.3% |