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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $1,995 |
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 | $79,078 | $44,221+78.8% | $121,220-34.8% | $56,289+40.5% |
| Participation rate | 79.1% | 61.1%+18.1pp | 71.8%+7.4pp | 69.9%+9.3pp |
| Annual return | 7.98% | -3.58%+11.6pp | 16.94%-9.0pp | -9.96%+17.9pp |
| Employer contribution / active EE | $1,725 | $1,480+16.6% | $4,023-57.1% | $2,111-18.3% |
| Participant deferral / active EE | $2,508 | $2,521-0.5% | $3,345-25.0% | $3,350-25.1% |
| Admin fee / account holder | $7 | $480-98.6% | $5,021-99.9% | $521-98.7% |