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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $13,098 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,986 | $46,534-54.9% | $64,097-67.3% | $75,177-72.1% |
| Participation rate | 98.9% | 65.9%+32.9pp | 72.3%+26.6pp | 67.2%+31.7pp |
| Annual return | 14.81% | 26.07%-11.3pp | 33.75%-18.9pp | 160.75%-145.9pp |
| Employer contribution / active EE | $1,942 | $1,976-1.7% | $2,750-29.4% | $2,671-27.3% |
| Participant deferral / active EE | $3,559 | $2,835+25.6% | $3,881-8.3% | $4,126-13.8% |
| Admin fee / account holder | $38 | $2,957-98.7% | $3,070-98.8% | $5,651-99.3% |