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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 | $48,277-56.0% | $67,511-68.5% | $80,874-73.7% |
| Participation rate | 98.7% | 66.4%+32.3pp | 72.9%+25.8pp | 67.6%+31.0pp |
| Annual return | 11.32% | 18.27%-6.9pp | 3517.41%-3506.1pp | 35.62%-24.3pp |
| Employer contribution / active EE | $2,277 | $2,021+12.6% | $2,733-16.7% | $2,756-17.4% |
| Participant deferral / active EE | $4,658 | $2,926+59.2% | $4,000+16.4% | $4,297+8.4% |
| Admin fee / account holder | $48 | $3,687-98.7% | $3,999-98.8% | $6,935-99.3% |