Filed May 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $574 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,842 | $69,708-19.9% | $67,560-17.3% | $74,478-25.0% |
| Participation rate | 96.0% | 71.4%+24.6pp | 72.9%+23.1pp | 67.2%+28.8pp |
| Annual return | 18.08% | -40.67%+58.7pp | 3533.50%-3515.4pp | 1370.56%-1352.5pp |
| Employer contribution / active EE | $3,564 | $2,715+31.3% | $2,737+30.2% | $2,626+35.7% |
| Participant deferral / active EE | $4,272 | $3,637+17.5% | $4,004+6.7% | $4,350-1.8% |
| Admin fee / account holder | $14 | $887-98.4% | $3,994-99.6% | $1,946-99.3% |