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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $3,109 |
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 | $69,295 | $57,976+19.5% | $63,005+10.0% | $62,293+11.2% |
| Participation rate | 78.7% | 75.9%+2.8pp | 74.8%+3.9pp | 69.5%+9.2pp |
| Annual return | 20.50% | 17.54%+3.0pp | 87.59%-67.1pp | 28.90%-8.4pp |
| Employer contribution / active EE | $1,497 | $2,415-38.0% | $2,760-45.8% | $2,042-26.7% |
| Participant deferral / active EE | $3,699 | $2,956+25.1% | $3,329+11.1% | $3,169+16.7% |
| Admin fee / account holder | $16 | $276-94.1% | $3,599-99.5% | $479-96.6% |