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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $552 |
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 | $81,769 | $51,769+58.0% | $57,356+42.6% | $52,331+56.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 1.58% | 2.43%-0.8pp | 24.41%-22.8pp | 4.54%-3.0pp |
| Employer contribution / active EE | $5,031 | $2,335+115.5% | $2,689+87.1% | $1,882+167.4% |
| Participant deferral / active EE | $4,164 | $2,794+49.0% | $3,162+31.7% | $3,022+37.8% |
| Admin fee / account holder | $3 | $295-99.1% | $3,357-99.9% | $592-99.5% |