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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $6,010 |
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 | $76,665 | $52,467+46.1% | $57,196+34.0% | $55,167+39.0% |
| Participation rate | 81.3% | 75.8%+5.5pp | 75.3%+6.0pp | 69.0%+12.3pp |
| Annual return | 5.85% | 7.72%-1.9pp | 14.59%-8.7pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,562 | $2,477-37.0% | $2,683-41.8% | $1,963-20.4% |
| Participant deferral / active EE | $3,324 | $2,830+17.4% | $3,096+7.3% | $3,054+8.8% |
| Admin fee / account holder | $26 | $269-90.4% | $3,141-99.2% | $504-94.9% |