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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,175 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 12 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping and information managem... | $802 |
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 | $35,822 | $52,293-31.5% | $178,499-79.9% | $73,412-51.2% |
| Participation rate | 79.7% | 65.3%+14.4pp | 81.9%-2.2pp | 72.2%+7.5pp |
| Annual return | 13.92% | 34.75%-20.8pp | 151.10%-137.2pp | 59.30%-45.4pp |
| Employer contribution / active EE | $1,420 | $1,735-18.2% | $5,011-71.7% | $2,234-36.4% |
| Participant deferral / active EE | $1,123 | $2,332-51.9% | $5,202-78.4% | $3,806-70.5% |
| Admin fee / account holder | $6 | $127-95.3% | $13,986-100.0% | $158-96.2% |