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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $1,855 |
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 | $83,516 | $45,082+85.3% | $69,464+20.2% | $72,975+14.4% |
| Participation rate | 96.9% | 68.5%+28.4pp | 74.6%+22.3pp | 69.5%+27.4pp |
| Annual return | 20.13% | 22.66%-2.5pp | 28.98%-8.8pp | 81.01%-60.9pp |
| Employer contribution / active EE | $3,876 | $2,055+88.6% | $2,779+39.4% | $2,440+58.8% |
| Participant deferral / active EE | $7,125 | $2,604+173.6% | $3,536+101.5% | $3,608+97.5% |
| Admin fee / account holder | $38 | $3,057-98.7% | $3,840-99.0% | $5,124-99.3% |