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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $20,796 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $150,027 | $84,948+76.6% | $70,494+112.8% | $73,412+104.4% |
| Participation rate | 66.0% | 79.9%-13.9pp | 75.1%-9.0pp | 72.2%-6.2pp |
| Annual return | 13.42% | 13.39%0pp | 109.16%-95.7pp | 59.30%-45.9pp |
| Employer contribution / active EE | $5,199 | $2,834+83.5% | $2,738+89.9% | $2,234+132.8% |
| Participant deferral / active EE | $5,882 | $3,387+73.7% | $3,711+58.5% | $3,806+54.6% |
| Admin fee / account holder | $43 | $98-55.9% | $3,848-98.9% | $158-72.6% |