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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping | $245 |
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 | $62,005 | $46,877+32.3% | $122,354-49.3% | $70,126-11.6% |
| Participation rate | 71.4% | 58.2%+13.2pp | 71.6%-0.2pp | 69.5%+1.9pp |
| Annual return | 17.89% | 24.22%-6.3pp | 30.28%-12.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,541 | $1,288+19.6% | $4,051-62.0% | $2,343-34.2% |
| Participant deferral / active EE | $2,034 | $2,167-6.2% | $3,287-38.1% | $3,332-39.0% |
| Admin fee / account holder | $2 | $3,324-99.9% | $5,479-100.0% | $4,645-100.0% |