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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping Fees | $1,100 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,337 | $91,621+116.5% | $67,511+193.8% | $77,671+155.4% |
| Participation rate | 88.1% | 76.0%+12.2pp | 72.9%+15.2pp | 70.6%+17.5pp |
| Annual return | 14.27% | 14.87%-0.6pp | 3517.41%-3503.1pp | 31.21%-16.9pp |
| Employer contribution / active EE | $6,271 | $3,184+97.0% | $2,733+129.5% | $2,726+130.0% |
| Participant deferral / active EE | $9,728 | $3,906+149.0% | $4,000+143.2% | $4,648+109.3% |
| Admin fee / account holder | $2 | $176-98.6% | $3,999-99.9% | $430-99.4% |