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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $524 |
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 | $81,051 | $45,602+77.7% | $117,533-31.0% | $66,938+21.1% |
| Participation rate | 76.3% | 57.6%+18.7pp | 70.6%+5.7pp | 69.8%+6.5pp |
| Annual return | -11.40% | -16.74%+5.3pp | 29.77%-41.2pp | 1.58%-13.0pp |
| Employer contribution / active EE | $2,280 | $1,579+44.4% | $4,179-45.4% | $2,545-10.4% |
| Participant deferral / active EE | $3,848 | $2,845+35.3% | $4,072-5.5% | $4,238-9.2% |
| Admin fee / account holder | $2 | $661-99.7% | $5,647-100.0% | $594-99.7% |