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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $25 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,719 | $79,151+12.1% | $60,906+45.7% | $64,819+36.9% |
| Participation rate | 81.0% | 77.7%+3.3pp | 73.1%+7.9pp | 71.5%+9.6pp |
| Annual return | -11.66% | -7.12%-4.5pp | 16.94%-28.6pp | 32.84%-44.5pp |
| Employer contribution / active EE | $1,676 | $3,052-45.1% | $2,703-38.0% | $2,507-33.2% |
| Participant deferral / active EE | $3,027 | $3,727-18.8% | $3,814-20.6% | $4,311-29.8% |
| Admin fee / account holder | $0 | $106-100.0% | $3,227-100.0% | $188-100.0% |