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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $2,280 |
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 | $21,781 | $43,344-49.7% | $59,899-63.6% | $64,173-66.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -5.53% | -1.55%-4.0pp | 3.46%-9.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,605 | $2,030+28.3% | $2,723-4.3% | $2,381+9.4% |
| Participant deferral / active EE | $4,485 | $2,547+76.1% | $3,402+31.8% | $3,470+29.3% |
| Admin fee / account holder | $17 | $3,008-99.4% | $3,592-99.5% | $4,887-99.6% |