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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $16,212 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,263 | $48,337-56.0% | $67,560-68.5% | $80,959-73.7% |
| Participation rate | 98.7% | 66.4%+32.3pp | 72.9%+25.8pp | 67.7%+31.0pp |
| Annual return | 11.32% | 18.26%-6.9pp | 3533.50%-3522.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $2,277 | $2,023+12.6% | $2,737-16.8% | $2,757-17.4% |
| Participant deferral / active EE | $4,658 | $2,928+59.1% | $4,004+16.3% | $4,300+8.3% |
| Admin fee / account holder | $48 | $3,695-98.7% | $3,994-98.8% | $6,925-99.3% |