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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $3,343 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,881 | $46,697-23.2% | $117,533-69.5% | $68,486-47.6% |
| Participation rate | 96.8% | 56.8%+40.0pp | 70.6%+26.2pp | 67.9%+28.9pp |
| Annual return | -13.64% | -14.52%+0.9pp | 29.77%-43.4pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,951 | $1,506+29.6% | $4,179-53.3% | $2,597-24.9% |
| Participant deferral / active EE | $4,705 | $2,637+78.4% | $4,072+15.5% | $4,028+16.8% |
| Admin fee / account holder | $11 | $4,023-99.7% | $5,647-99.8% | $5,404-99.8% |