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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $865 |
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 | $111,433 | $69,774+59.7% | $67,561+64.9% | $74,429+49.7% |
| Participation rate | 98.5% | 71.4%+27.1pp | 72.9%+25.6pp | 67.2%+31.3pp |
| Annual return | 14.83% | -40.53%+55.4pp | 3525.44%-3510.6pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $2,751 | $2,710+1.5% | $2,735+0.6% | $2,625+4.8% |
| Participant deferral / active EE | $4,530 | $3,636+24.6% | $4,003+13.2% | $4,348+4.2% |
| Admin fee / account holder | $9 | $890-99.0% | $4,006-99.8% | $1,944-99.5% |