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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANN Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $7,393 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 70 · EIN 13-2638166 1000 HARBOR BLVD #6 · WEEHAWKEN, NJ 070866761 | Consulting Fees | $1,815 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $178 |
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 | $0 | $50,637-100.0% | $86,582-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 67.9%-67.9pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 15.17% | 20.80%-5.6pp | 965.08%-949.9pp | 28.90%-13.7pp |
| Employer contribution / active EE | $834 | $2,075-59.8% | $2,839-70.6% | $2,042-59.2% |
| Participant deferral / active EE | $3,840 | $2,611+47.1% | $3,609+6.4% | $3,169+21.2% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |