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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,805 | $51,184-39.8% | $66,439-53.6% | $86,983-64.6% |
| Participation rate | 98.1% | 68.5%+29.6pp | 74.5%+23.6pp | 69.5%+28.6pp |
| Annual return | 11.29% | 17.07%-5.8pp | 757.66%-746.4pp | 25.83%-14.5pp |
| Employer contribution / active EE | $2,657 | $2,023+31.4% | $2,637+0.8% | $2,584+2.8% |
| Participant deferral / active EE | $2,450 | $2,927-16.3% | $3,876-36.8% | $4,194-41.6% |
| Admin fee / account holder | $14 | $4,154-99.7% | $6,173-99.8% | $7,856-99.8% |