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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,863 | $69,774-8.5% | $67,575-5.5% | $74,459-14.2% |
| Participation rate | 95.9% | 71.4%+24.5pp | 72.9%+22.9pp | 67.2%+28.6pp |
| Annual return | 13.40% | -40.53%+53.9pp | 3528.98%-3515.6pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $1,715 | $2,710-36.7% | $2,736-37.3% | $2,626-34.7% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $890-100.0% | $3,993-100.0% | $1,945-100.0% |