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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $734 |
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 | $57,833 | $52,467+10.2% | $57,196+1.1% | $55,167+4.8% |
| Participation rate | 77.3% | 75.8%+1.5pp | 75.3%+2.0pp | 69.0%+8.3pp |
| Annual return | 6.55% | 7.72%-1.2pp | 14.59%-8.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,414 | $2,477-42.9% | $2,683-47.3% | $1,963-28.0% |
| Participant deferral / active EE | $3,668 | $2,830+29.6% | $3,096+18.5% | $3,054+20.1% |
| Admin fee / account holder | $4 | $269-98.5% | $3,141-99.9% | $504-99.2% |