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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $10,877 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,323 | $42,910-55.0% | $60,919-68.3% | $68,490-71.8% |
| Participation rate | 99.0% | 66.8%+32.2pp | 73.1%+25.9pp | 67.9%+31.1pp |
| Annual return | -12.21% | -13.99%+1.8pp | 16.96%-29.2pp | -7.85%-4.4pp |
| Employer contribution / active EE | $776 | $1,978-60.8% | $2,704-71.3% | $2,597-70.1% |
| Participant deferral / active EE | $4,786 | $2,866+67.0% | $3,814+25.5% | $4,028+18.8% |
| Admin fee / account holder | $30 | $3,104-99.0% | $3,228-99.1% | $5,403-99.4% |