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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $897 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,086 | $57,305-71.9% | $86,640-81.4% | $75,173-78.6% |
| Participation rate | 97.8% | 63.2%+34.5pp | 71.7%+26.0pp | 67.2%+30.5pp |
| Annual return | 12.65% | 2674.24%-2661.6pp | 592.52%-579.9pp | 160.72%-148.1pp |
| Employer contribution / active EE | $2,283 | $2,316-1.4% | $3,024-24.5% | $2,671-14.5% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7 | $4,116-99.8% | $5,616-99.9% | $5,651-99.9% |