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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $226 |
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 | $199,737 | $78,520+154.4% | $96,576+106.8% | $82,448+142.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 49.24% | 41.30%+7.9pp | 38.47%+10.8pp | 41.64%+7.6pp |
| Employer contribution / active EE | $4,756 | $2,630+80.9% | $3,553+33.8% | $2,551+86.4% |
| Participant deferral / active EE | $3,986 | $6,754-41.0% | $7,956-49.9% | $4,139-3.7% |
| Admin fee / account holder | $49 | $13,455-99.6% | $11,381-99.6% | $7,234-99.3% |