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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $150 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,206 | $66,124-84.6% | $90,440-88.7% | $73,493-86.1% |
| Participation rate | 90.0% | 69.7%+20.4pp | 72.7%+17.4pp | 70.7%+19.4pp |
| Annual return | 13.35% | 17.65%-4.3pp | 1294.38%-1281.0pp | 28.51%-15.2pp |
| Employer contribution / active EE | $220 | $2,346-90.6% | $3,263-93.3% | $2,270-90.3% |
| Participant deferral / active EE | $805 | $3,039-73.5% | $3,964-79.7% | $3,740-78.5% |
| Admin fee / account holder | $0 | $396-100.0% | $5,615-100.0% | $513-100.0% |