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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $13,967 |
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 | $49,457 | $49,255+0.4% | $70,494-29.8% | $79,856-38.1% |
| Participation rate | 89.7% | 69.2%+20.5pp | 75.1%+14.6pp | 69.6%+20.0pp |
| Annual return | 23.20% | 30.10%-6.9pp | 109.16%-86.0pp | 31.71%-8.5pp |
| Employer contribution / active EE | $3,491 | $2,100+66.2% | $2,738+27.5% | $2,471+41.3% |
| Participant deferral / active EE | $5,860 | $2,768+111.7% | $3,711+57.9% | $3,741+56.7% |
| Admin fee / account holder | $76 | $2,879-97.4% | $3,848-98.0% | $5,306-98.6% |