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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $12,804 |
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 | $82,603 | $65,322+26.5% | $70,494+17.2% | $73,497+12.4% |
| Participation rate | 98.4% | 77.0%+21.4pp | 75.1%+23.3pp | 70.7%+27.7pp |
| Annual return | 10.77% | 15.71%-4.9pp | 109.16%-98.4pp | 28.51%-17.7pp |
| Employer contribution / active EE | $1,945 | $2,460-20.9% | $2,738-29.0% | $2,270-14.3% |
| Participant deferral / active EE | $3,379 | $3,375+0.1% | $3,711-8.9% | $3,740-9.7% |
| Admin fee / account holder | $50 | $214-76.8% | $3,848-98.7% | $513-90.3% |