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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $20,275 |
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 | $90,671 | $91,474-0.9% | $135,982-33.3% | $71,529+26.8% |
| Participation rate | 90.4% | 75.7%+14.7pp | 81.9%+8.5pp | 67.9%+22.4pp |
| Annual return | 12.85% | 29.89%-17.0pp | 68.32%-55.5pp | 28.97%-16.1pp |
| Employer contribution / active EE | $3,488 | $3,705-5.9% | $4,859-28.2% | $2,590+34.7% |
| Participant deferral / active EE | $3,526 | $7,095-50.3% | $7,760-54.6% | $4,291-17.8% |
| Admin fee / account holder | $52 | $1,267-95.9% | $10,767-99.5% | $1,588-96.7% |