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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 | $91,695+116.3% | $67,575+193.5% | $77,736+155.1% |
| Participation rate | 88.1% | 76.0%+12.1pp | 72.9%+15.2pp | 70.6%+17.5pp |
| Annual return | 14.27% | 14.88%-0.6pp | 3528.98%-3514.7pp | 31.26%-17.0pp |
| Employer contribution / active EE | $6,271 | $3,189+96.6% | $2,736+129.2% | $2,728+129.9% |
| Participant deferral / active EE | $9,728 | $3,912+148.6% | $4,003+143.0% | $4,651+109.2% |
| Admin fee / account holder | $2 | $245-99.0% | $3,993-99.9% | $433-99.5% |