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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $22,467 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,089 | $65,582-41.9% | $64,099-40.6% | $71,495-46.7% |
| Participation rate | 98.5% | 73.2%+25.3pp | 72.3%+26.2pp | 67.9%+30.6pp |
| Annual return | 22.08% | 18.96%+3.1pp | 33.70%-11.6pp | 28.85%-6.8pp |
| Employer contribution / active EE | $1,941 | $2,671-27.3% | $2,748-29.4% | $2,589-25.0% |
| Participant deferral / active EE | $3,209 | $3,628-11.5% | $3,881-17.3% | $4,291-25.2% |
| Admin fee / account holder | $75 | $616-87.9% | $3,070-97.6% | $1,588-95.3% |