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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 20-8764829 1585 BROADWAY · NEW YORK, NY 10036 | Recordkeeping Fees | $22,500 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $10,192 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,750 | $65,125+68.5% | $143,797-23.7% | $66,949+63.9% |
| Participation rate | 92.2% | 65.2%+27.0pp | 80.3%+11.9pp | 69.8%+22.4pp |
| Annual return | -16.79% | -11.13%-5.7pp | -0.04%-16.8pp | 1.57%-18.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $13,669 | $2,920+368.1% | $5,638+142.4% | $4,239+222.4% |
| Admin fee / account holder | $97 | $503-80.6% | $14,679-99.3% | $594-83.6% |