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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $297 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,629 | $48,327+337.9% | $67,575+213.2% | $80,935+161.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.69% | 18.31%-6.6pp | 3528.98%-3517.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $9,977 | $2,022+393.3% | $2,736+264.7% | $2,757+261.9% |
| Participant deferral / active EE | $6,808 | $2,927+132.6% | $4,003+70.0% | $4,299+58.3% |
| Admin fee / account holder | $9 | $3,692-99.8% | $3,993-99.8% | $6,924-99.9% |