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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $8,801 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,158 | $57,976+31.4% | $63,018+20.9% | $62,293+22.3% |
| Participation rate | 94.2% | 75.9%+18.3pp | 74.8%+19.4pp | 69.5%+24.7pp |
| Annual return | 10.32% | 17.54%-7.2pp | 87.62%-77.3pp | 28.90%-18.6pp |
| Employer contribution / active EE | $2,378 | $2,415-1.5% | $2,761-13.9% | $2,042+16.4% |
| Participant deferral / active EE | $3,075 | $2,956+4.0% | $3,330-7.7% | $3,169-3.0% |
| Admin fee / account holder | $35 | $276-87.2% | $3,601-99.0% | $479-92.7% |