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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THRID AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $382 |
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 | $101,466 | $45,050+125.2% | $63,018+61.0% | $70,126+44.7% |
| Participation rate | 99.0% | 69.5%+29.5pp | 74.8%+24.2pp | 69.5%+29.4pp |
| Annual return | 15.24% | 18.76%-3.5pp | 87.62%-72.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $3,362 | $2,052+63.9% | $2,761+21.8% | $2,343+43.5% |
| Participant deferral / active EE | $3,441 | $2,466+39.6% | $3,330+3.3% | $3,332+3.3% |
| Admin fee / account holder | $2 | $2,834-99.9% | $3,601-99.9% | $4,645-100.0% |