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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $9,625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,380 | $59,107+54.6% | $86,439+5.7% | $68,495+33.4% |
| Participation rate | 92.5% | 75.2%+17.3pp | 80.3%+12.2pp | 67.9%+24.6pp |
| Annual return | -14.90% | -0.23%-14.7pp | 4395.55%-4410.5pp | -7.84%-7.1pp |
| Employer contribution / active EE | $7,522 | $2,519+198.6% | $3,769+99.6% | $2,596+189.7% |
| Participant deferral / active EE | $10,141 | $5,901+71.8% | $6,952+45.9% | $4,028+151.8% |
| Admin fee / account holder | $69 | $5,637-98.8% | $6,732-99.0% | $5,403-98.7% |