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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $27,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,053 | $65,322+66.9% | $70,476+54.7% | $73,493+48.4% |
| Participation rate | 99.5% | 77.0%+22.6pp | 75.1%+24.4pp | 70.7%+28.8pp |
| Annual return | 11.84% | 15.71%-3.9pp | 109.12%-97.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $2,640 | $2,460+7.3% | $2,738-3.6% | $2,270+16.3% |
| Participant deferral / active EE | $3,223 | $3,375-4.5% | $3,710-13.1% | $3,740-13.8% |
| Admin fee / account holder | $64 | $214-70.1% | $3,847-98.3% | $513-87.5% |