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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 28 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Management | $296 |
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 | $45,383 | $38,969+16.5% | $109,313-58.5% | $55,167-17.7% |
| Participation rate | 85.8% | 58.2%+27.6pp | 71.3%+14.5pp | 69.0%+16.8pp |
| Annual return | 59.08% | 8.26%+50.8pp | 22.07%+37.0pp | 169.23%-110.1pp |
| Employer contribution / active EE | $1,709 | $1,227+39.3% | $3,892-56.1% | $1,963-12.9% |
| Participant deferral / active EE | $2,099 | $2,176-3.5% | $3,166-33.7% | $3,054-31.3% |
| Admin fee / account holder | $9 | $501-98.3% | $5,666-99.8% | $504-98.3% |