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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $20,363 |
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 | $58,992 | $79,151-25.5% | $60,919-3.2% | $64,824-9.0% |
| Participation rate | 94.8% | 77.7%+17.1pp | 73.1%+21.7pp | 71.5%+23.3pp |
| Annual return | -12.68% | -7.12%-5.6pp | 16.96%-29.6pp | 32.84%-45.5pp |
| Employer contribution / active EE | $1,032 | $3,052-66.2% | $2,704-61.8% | $2,507-58.8% |
| Participant deferral / active EE | $2,388 | $3,727-35.9% | $3,814-37.4% | $4,311-44.6% |
| Admin fee / account holder | $22 | $106-78.9% | $3,228-99.3% | $188-88.1% |