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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173203 | Recordkeeping Fees | $1,361 |
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 | $95,973 | $57,976+65.5% | $63,018+52.3% | $62,293+54.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.50% | 17.54%0pp | 87.62%-70.1pp | 28.90%-11.4pp |
| Employer contribution / active EE | $5,469 | $2,415+126.5% | $2,761+98.1% | $2,042+167.8% |
| Participant deferral / active EE | $4,879 | $2,956+65.1% | $3,330+46.5% | $3,169+54.0% |
| Admin fee / account holder | $6 | $276-97.8% | $3,601-99.8% | $479-98.7% |