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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $2,298 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,805 | $48,011-35.8% | $63,803-51.7% | $82,637-62.7% |
| Participation rate | 98.1% | 66.6%+31.5pp | 72.7%+25.4pp | 68.1%+30.1pp |
| Annual return | 11.29% | 19.84%-8.6pp | 543.72%-532.4pp | 53.51%-42.2pp |
| Employer contribution / active EE | $2,657 | $1,904+39.6% | $2,532+4.9% | $2,552+4.1% |
| Participant deferral / active EE | $2,450 | $2,846-13.9% | $3,843-36.3% | $4,126-40.6% |
| Admin fee / account holder | $14 | $3,873-99.6% | $5,196-99.7% | $7,339-99.8% |