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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $147,915 |
TIAA3+ years Filed as: TIAA-CREF INVESTMENT MANAGEMENT,LLC Service code 19 · EIN 13-3586142 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $55,944 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,802 | $74,552-14.4% | $63,018+1.2% | $69,631-8.4% |
| Participation rate | 96.0% | 78.3%+17.7pp | 74.8%+21.2pp | 70.7%+25.3pp |
| Annual return | 16.14% | 15.77%+0.4pp | 87.62%-71.5pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,320 | $2,929-54.9% | $2,761-52.2% | $2,032-35.0% |
| Participant deferral / active EE | $1,831 | $2,974-38.4% | $3,330-45.0% | $3,224-43.2% |
| Admin fee / account holder | $419 | $59+605.0% | $3,601-88.4% | $110+279.2% |