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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,126 | $65,582-44.9% | $64,101-43.6% | $71,511-49.5% |
| Participation rate | 97.1% | 73.2%+23.9pp | 72.3%+24.8pp | 67.9%+29.2pp |
| Annual return | 13.48% | 18.96%-5.5pp | 33.72%-20.2pp | 28.86%-15.4pp |
| Employer contribution / active EE | $822 | $2,671-69.2% | $2,749-70.1% | $2,589-68.3% |
| Participant deferral / active EE | $1,668 | $3,628-54.0% | $3,881-57.0% | $4,291-61.1% |
| Admin fee / account holder | $1 | $616-99.9% | $3,070-100.0% | $1,588-100.0% |