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 | $65,084-3.9% | $67,681-7.5% | $64,340-2.7% |
| Participation rate | 97.4% | 66.7%+30.7pp | 73.7%+23.7pp | 55.2%+42.2pp |
| Annual return | 13.07% | 20.50%-7.4pp | 590.58%-577.5pp | 24.14%-11.1pp |
| Employer contribution / active EE | $3,276 | $2,398+36.6% | $2,678+22.3% | $1,862+76.0% |
| Participant deferral / active EE | $3,757 | $3,210+17.0% | $3,976-5.5% | $2,980+26.1% |
| Admin fee / account holder | $42 | $1,415-97.0% | $6,100-99.3% | $3,703-98.9% |