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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $12,457 |
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 | $37,731 | $45,087-16.3% | $69,483-45.7% | $72,976-48.3% |
| Participation rate | 94.0% | 68.5%+25.5pp | 74.6%+19.4pp | 69.5%+24.5pp |
| Annual return | 20.42% | 22.67%-2.2pp | 28.99%-8.6pp | 81.02%-60.6pp |
| Employer contribution / active EE | $3,445 | $2,055+67.6% | $2,780+23.9% | $2,440+41.2% |
| Participant deferral / active EE | $5,620 | $2,603+115.9% | $3,537+58.9% | $3,608+55.8% |
| Admin fee / account holder | $60 | $3,057-98.0% | $3,841-98.4% | $5,124-98.8% |