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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $8,644 |
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 | $30,910 | $43,344-28.7% | $59,899-48.4% | $64,173-51.8% |
| Participation rate | 92.9% | 69.2%+23.7pp | 74.7%+18.2pp | 69.6%+23.3pp |
| Annual return | -6.17% | -1.55%-4.6pp | 3.46%-9.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,106 | $2,030+53.1% | $2,723+14.1% | $2,381+30.5% |
| Participant deferral / active EE | $4,964 | $2,547+94.9% | $3,402+45.9% | $3,470+43.1% |
| Admin fee / account holder | $43 | $3,008-98.6% | $3,592-98.8% | $4,887-99.1% |