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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $17,716 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,391 | $65,582+2.8% | $64,097+5.1% | $71,529-5.8% |
| Participation rate | 95.8% | 73.2%+22.6pp | 72.3%+23.5pp | 67.9%+27.8pp |
| Annual return | 8.48% | 18.96%-10.5pp | 33.75%-25.3pp | 28.97%-20.5pp |
| Employer contribution / active EE | $1,560 | $2,671-41.6% | $2,750-43.3% | $2,590-39.8% |
| Participant deferral / active EE | $2,702 | $3,628-25.5% | $3,881-30.4% | $4,291-37.0% |
| Admin fee / account holder | $58 | $616-90.6% | $3,070-98.1% | $1,588-96.3% |