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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $75 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,847 | $42,909+137.4% | $60,906+67.2% | $68,486+48.7% |
| Participation rate | 95.6% | 66.8%+28.8pp | 73.1%+22.5pp | 67.9%+27.7pp |
| Annual return | -11.68% | -13.99%+2.3pp | 16.94%-28.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | $2,774 | $1,979+40.2% | $2,703+2.6% | $2,597+6.8% |
| Participant deferral / active EE | $5,129 | $2,866+78.9% | $3,814+34.5% | $4,028+27.3% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |