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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $5,864 |
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 | $35,555 | $52,467-32.2% | $57,196-37.8% | $55,167-35.6% |
| Participation rate | 77.0% | 75.8%+1.2pp | 75.3%+1.7pp | 69.0%+8.1pp |
| Annual return | 4.48% | 7.72%-3.2pp | 14.59%-10.1pp | 169.23%-164.8pp |
| Employer contribution / active EE | $1,786 | $2,477-27.9% | $2,683-33.4% | $1,963-9.0% |
| Participant deferral / active EE | $3,716 | $2,830+31.3% | $3,096+20.0% | $3,054+21.7% |
| Admin fee / account holder | $28 | $269-89.4% | $3,141-99.1% | $504-94.4% |