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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,606 | $48,795-45.5% | $65,493-59.4% | $84,808-68.6% |
| Participation rate | 98.6% | 67.0%+31.7pp | 73.1%+25.6pp | 68.3%+30.3pp |
| Annual return | 11.41% | 20.20%-8.8pp | 982.45%-971.0pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,456 | $1,930-24.5% | $2,574-43.4% | $2,631-44.7% |
| Participant deferral / active EE | $2,241 | $2,928-23.5% | $3,961-43.4% | $4,212-46.8% |
| Admin fee / account holder | $1 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |