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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 | $150 |
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 | $78,442 | $55,002+42.6% | $59,899+31.0% | $56,289+39.4% |
| Participation rate | 94.9% | 75.9%+19.0pp | 74.7%+20.2pp | 69.9%+25.1pp |
| Annual return | -2.55% | 1.13%-3.7pp | 3.46%-6.0pp | -9.96%+7.4pp |
| Employer contribution / active EE | $2,211 | $2,448-9.7% | $2,723-18.8% | $2,111+4.7% |
| Participant deferral / active EE | $2,021 | $3,121-35.2% | $3,402-40.6% | $3,350-39.7% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |