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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $675 |
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 | $26,606 | $47,479-44.0% | $62,929-57.7% | $82,448-67.7% |
| Participation rate | 98.6% | 66.9%+31.8pp | 73.1%+25.5pp | 68.1%+30.6pp |
| Annual return | 11.41% | 20.34%-8.9pp | 1063.93%-1052.5pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,456 | $1,885-22.8% | $2,505-41.9% | $2,551-42.9% |
| Participant deferral / active EE | $2,241 | $2,870-21.9% | $3,888-42.4% | $4,139-45.9% |
| Admin fee / account holder | $1 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |