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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,581 | $83,884+16.3% | $64,101+52.2% | $74,460+31.1% |
| Participation rate | 89.6% | 76.6%+13.0pp | 72.3%+17.3pp | 70.7%+18.9pp |
| Annual return | 14.75% | 16.57%-1.8pp | 33.72%-19.0pp | 34.38%-19.6pp |
| Employer contribution / active EE | $1,932 | $3,084-37.4% | $2,749-29.7% | $2,638-26.8% |
| Participant deferral / active EE | $3,312 | $3,692-10.3% | $3,881-14.6% | $4,530-26.9% |
| Admin fee / account holder | $0 | $196-99.9% | $3,070-100.0% | $348-100.0% |