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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $53,393 |
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 | $100,229 | $84,948+18.0% | $70,462+42.2% | $73,412+36.5% |
| Participation rate | 96.4% | 79.9%+16.5pp | 75.1%+21.3pp | 72.2%+24.2pp |
| Annual return | 13.01% | 13.39%-0.4pp | 109.08%-96.1pp | 59.30%-46.3pp |
| Employer contribution / active EE | $3,578 | $2,834+26.3% | $2,737+30.7% | $2,234+60.2% |
| Participant deferral / active EE | $4,318 | $3,387+27.5% | $3,710+16.4% | $3,806+13.5% |
| Admin fee / account holder | $74 | $98-24.5% | $3,845-98.1% | $158-53.1% |