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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $18,075 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,469 | $47,766-73.9% | $82,763-84.9% | $64,824-80.8% |
| Participation rate | 96.8% | 67.7%+29.1pp | 72.6%+24.2pp | 71.5%+25.3pp |
| Annual return | -14.27% | -13.06%-1.2pp | 702.45%-716.7pp | 32.84%-47.1pp |
| Employer contribution / active EE | $1,510 | $2,182-30.8% | $3,008-49.8% | $2,507-39.8% |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,395-100.0% | $4,311-100.0% |
| Admin fee / account holder | $37 | $143-74.4% | $5,325-99.3% | $188-80.5% |