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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 | $17,909 |
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 | $22,876 | $79,151-71.1% | $60,906-62.4% | $64,819-64.7% |
| Participation rate | 88.8% | 77.7%+11.1pp | 73.1%+15.7pp | 71.5%+17.3pp |
| Annual return | -14.51% | -7.12%-7.4pp | 16.94%-31.4pp | 32.84%-47.4pp |
| Employer contribution / active EE | $1,710 | $3,052-44.0% | $2,703-36.7% | $2,507-31.8% |
| Participant deferral / active EE | $1,851 | $3,727-50.3% | $3,814-51.5% | $4,311-57.1% |
| Admin fee / account holder | $20 | $106-81.4% | $3,227-99.4% | $188-89.5% |