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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 12 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Custodial (securities); Claims proces... | $20,055 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,308 | $51,226+183.7% | $82,744+75.6% | $66,938+117.1% |
| Participation rate | 98.3% | 67.9%+30.4pp | 72.6%+25.8pp | 69.8%+28.5pp |
| Annual return | -14.31% | -9.61%-4.7pp | 702.22%-716.5pp | 1.58%-15.9pp |
| Employer contribution / active EE | $12,743 | $2,612+387.8% | $3,008+323.6% | $2,545+400.7% |
| Participant deferral / active EE | $6,371 | $3,460+84.1% | $4,395+45.0% | $4,238+50.3% |
| Admin fee / account holder | $90 | $416-78.5% | $5,325-98.3% | $594-84.9% |