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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 27 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Advisory (Plan) | $3,264 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,774 | $81,358-37.6% | $155,556-67.4% | $80,959-37.3% |
| Participation rate | 97.4% | 66.3%+31.1pp | 78.2%+19.2pp | 67.7%+29.7pp |
| Annual return | 10.97% | 33.39%-22.4pp | 64.84%-53.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $4,114 | $3,106+32.4% | $4,675-12.0% | $2,757+49.2% |
| Participant deferral / active EE | $1,571 | $3,455-54.5% | $5,631-72.1% | $4,300-63.5% |
| Admin fee / account holder | $19 | $7,994-99.8% | $15,885-99.9% | $6,925-99.7% |