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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 TIAA · NEW YORK, NY 10017 | Recordkeeping | $1,003 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,425 | $93,617-28.0% | $135,982-50.4% | $75,177-10.3% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.7pp | 67.2%+30.4pp |
| Annual return | 20.49% | 30.89%-10.4pp | 68.32%-47.8pp | 160.75%-140.3pp |
| Employer contribution / active EE | $2,762 | $3,538-21.9% | $4,859-43.2% | $2,671+3.4% |
| Participant deferral / active EE | $3,621 | $6,406-43.5% | $7,760-53.3% | $4,126-12.2% |
| Admin fee / account holder | $8 | $6,980-99.9% | $10,767-99.9% | $5,651-99.9% |