Filed September 15, 2023
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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 | $27,304 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,578 | $60,989+20.6% | $60,919+20.8% | $66,949+9.9% |
| Participation rate | 94.9% | 74.5%+20.5pp | 73.1%+21.8pp | 69.8%+25.1pp |
| Annual return | -11.62% | -9.60%-2.0pp | 16.96%-28.6pp | 1.57%-13.2pp |
| Employer contribution / active EE | $2,422 | $2,661-9.0% | $2,704-10.4% | $2,545-4.9% |
| Participant deferral / active EE | $5,724 | $3,615+58.4% | $3,814+50.1% | $4,239+35.0% |
| Admin fee / account holder | $93 | $338-72.7% | $3,228-97.1% | $594-84.4% |