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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $1,855 |
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 | $80,510 | $46,722+72.3% | $130,660-38.4% | $65,185+23.5% |
| Participation rate | 82.2% | 60.9%+21.3pp | 71.7%+10.4pp | 70.2%+12.0pp |
| Annual return | 2.76% | 24.17%-21.4pp | 1709.29%-1706.5pp | 29.38%-26.6pp |
| Employer contribution / active EE | $1,959 | $1,488+31.7% | $4,092-52.1% | $2,177-10.0% |
| Participant deferral / active EE | $3,103 | $2,545+21.9% | $3,603-13.9% | $3,514-11.7% |
| Admin fee / account holder | $6 | $453-98.8% | $5,463-99.9% | $847-99.3% |