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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 | $3,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,945 | $84,948-70.6% | $70,494-64.6% | $73,412-66.0% |
| Participation rate | 70.9% | 79.9%-9.1pp | 75.1%-4.2pp | 72.2%-1.3pp |
| Annual return | 14.91% | 13.39%+1.5pp | 109.16%-94.2pp | 59.30%-44.4pp |
| Employer contribution / active EE | $1,157 | $2,834-59.2% | $2,738-57.8% | $2,234-48.2% |
| Participant deferral / active EE | $1,445 | $3,387-57.3% | $3,711-61.1% | $3,806-62.0% |
| Admin fee / account holder | $3 | $98-96.5% | $3,848-99.9% | $158-97.8% |