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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $1,210 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,713 | $63,156+26.2% | $122,354-34.9% | $62,293+28.0% |
| Participation rate | 99.1% | 60.0%+39.1pp | 71.6%+27.5pp | 69.5%+29.6pp |
| Annual return | 13.08% | 20.61%-7.5pp | 30.28%-17.2pp | 28.90%-15.8pp |
| Employer contribution / active EE | $2,231 | $1,385+61.1% | $4,051-44.9% | $2,042+9.3% |
| Participant deferral / active EE | $3,253 | $2,321+40.2% | $3,287-1.0% | $3,169+2.7% |
| Admin fee / account holder | $4 | $440-99.0% | $5,479-99.9% | $479-99.1% |