Filed May 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $3,925 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,574 | $64,705-3.3% | $62,929-0.6% | $67,986-8.0% |
| Participation rate | 97.4% | 65.6%+31.8pp | 73.1%+24.3pp | 57.2%+40.2pp |
| Annual return | 13.07% | 20.31%-7.2pp | 1063.93%-1050.9pp | 31.67%-18.6pp |
| Employer contribution / active EE | $3,276 | $2,376+37.9% | $2,505+30.8% | $2,019+62.3% |
| Participant deferral / active EE | $3,757 | $3,198+17.5% | $3,888-3.4% | $3,358+11.9% |
| Admin fee / account holder | $42 | $1,428-97.0% | $5,065-99.2% | $3,203-98.7% |