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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $16,998 |
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 | $14,311 | $51,223-72.1% | $82,763-82.7% | $66,949-78.6% |
| Participation rate | 93.7% | 67.9%+25.8pp | 72.6%+21.2pp | 69.8%+23.9pp |
| Annual return | -12.57% | -9.85%-2.7pp | 702.45%-715.0pp | 1.57%-14.1pp |
| Employer contribution / active EE | $1,133 | $2,611-56.6% | $3,008-62.3% | $2,545-55.5% |
| Participant deferral / active EE | $1,852 | $3,460-46.5% | $4,395-57.9% | $4,239-56.3% |
| Admin fee / account holder | $43 | $415-89.7% | $5,325-99.2% | $594-92.8% |