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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 | $91,692+116.3% | $67,561+193.6% | $77,714+155.2% |
| Participation rate | 88.1% | 76.0%+12.1pp | 72.9%+15.2pp | 70.6%+17.5pp |
| Annual return | 14.27% | 14.88%-0.6pp | 3525.44%-3511.2pp | 31.26%-17.0pp |
| Employer contribution / active EE | $6,271 | $3,188+96.7% | $2,735+129.3% | $2,727+130.0% |
| Participant deferral / active EE | $9,728 | $3,912+148.7% | $4,003+143.0% | $4,649+109.2% |
| Admin fee / account holder | $2 | $245-99.0% | $4,006-99.9% | $433-99.5% |