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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $23,134 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,646 | $78,520+66.4% | $96,576+35.3% | $82,448+58.5% |
| Participation rate | 98.0% | 77.7%+20.3pp | 81.4%+16.6pp | 68.1%+29.9pp |
| Annual return | 12.18% | 41.30%-29.1pp | 38.47%-26.3pp | 41.64%-29.5pp |
| Employer contribution / active EE | $6,323 | $2,630+140.4% | $3,553+77.9% | $2,551+147.8% |
| Participant deferral / active EE | $14,157 | $6,754+109.6% | $7,956+77.9% | $4,139+242.0% |
| Admin fee / account holder | $150 | $13,455-98.9% | $11,381-98.7% | $7,234-97.9% |