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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $15,774 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,711 | $63,768-73.8% | $98,506-83.0% | $79,389-79.0% |
| Participation rate | 93.3% | 69.9%+23.5pp | 73.3%+20.0pp | 70.7%+22.6pp |
| Annual return | 11.64% | 626.18%-614.5pp | 1494.92%-1483.3pp | 116.89%-105.3pp |
| Employer contribution / active EE | $1,013 | $2,558-60.4% | $2,961-65.8% | $2,428-58.3% |
| Participant deferral / active EE | $1,609 | $3,305-51.3% | $4,277-62.4% | $4,046-60.2% |
| Admin fee / account holder | $43 | $516-91.7% | $5,955-99.3% | $626-93.2% |