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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $386 |
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 | $64,221 | $55,002+16.8% | $59,883+7.2% | $56,287+14.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -5.06% | 1.13%-6.2pp | 3.46%-8.5pp | -9.96%+4.9pp |
| Employer contribution / active EE | $4,188 | $2,448+71.1% | $2,722+53.8% | $2,111+98.4% |
| Participant deferral / active EE | $8,413 | $3,121+169.6% | $3,402+147.3% | $3,350+151.2% |
| Admin fee / account holder | $2 | $236-99.2% | $3,591-99.9% | $521-99.6% |