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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 21 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Bank Trustee | $0 |
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 | $59,507 | $45,050+32.1% | $63,018-5.6% | $70,126-15.1% |
| Participation rate | 98.9% | 69.5%+29.4pp | 74.8%+24.1pp | 69.5%+29.4pp |
| Annual return | 11.60% | 18.76%-7.2pp | 87.62%-76.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $4,136 | $2,052+101.6% | $2,761+49.8% | $2,343+76.6% |
| Participant deferral / active EE | $6,316 | $2,466+156.2% | $3,330+89.7% | $3,332+89.6% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |