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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 | $6,338 |
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 | $32,438 | $45,050-28.0% | $63,018-48.5% | $70,126-53.7% |
| Participation rate | 86.7% | 69.5%+17.2pp | 74.8%+11.9pp | 69.5%+17.2pp |
| Annual return | 17.01% | 18.76%-1.8pp | 87.62%-70.6pp | 73.15%-56.1pp |
| Employer contribution / active EE | $2,340 | $2,052+14.1% | $2,761-15.2% | $2,343-0.1% |
| Participant deferral / active EE | $4,056 | $2,466+64.5% | $3,330+21.8% | $3,332+21.7% |
| Admin fee / account holder | $33 | $2,834-98.8% | $3,601-99.1% | $4,645-99.3% |