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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $3,483 |
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 | $55,646 | $45,050+23.5% | $63,018-11.7% | $70,126-20.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.80% | 18.76%-6.0pp | 87.62%-74.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $1,113 | $2,052-45.7% | $2,761-59.7% | $2,343-52.5% |
| Participant deferral / active EE | $5,208 | $2,466+111.2% | $3,330+56.4% | $3,332+56.3% |
| Admin fee / account holder | $41 | $2,834-98.6% | $3,601-98.9% | $4,645-99.1% |