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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THRID AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $2,148 |
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 | $101,315 | $60,795+66.7% | $69,461+45.9% | $65,185+55.4% |
| Participation rate | 99.2% | 74.9%+24.3pp | 74.6%+24.6pp | 70.2%+29.0pp |
| Annual return | 17.25% | 17.46%-0.2pp | 28.97%-11.7pp | 29.38%-12.1pp |
| Employer contribution / active EE | $3,056 | $2,452+24.6% | $2,779+9.9% | $2,177+40.4% |
| Participant deferral / active EE | $3,034 | $3,162-4.0% | $3,536-14.2% | $3,514-13.7% |
| Admin fee / account holder | $10 | $314-96.8% | $3,840-99.7% | $847-98.8% |