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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $19,746 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,800 | $53,837+3.6% | $75,714-26.3% | $85,847-35.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 14.39% | 24.54%-10.2pp | 104.62%-90.2pp | 318.61%-304.2pp |
| Employer contribution / active EE | $4,069 | $2,017+101.7% | $2,744+48.3% | $2,565+58.6% |
| Participant deferral / active EE | $6,963 | $2,895+140.5% | $3,820+82.3% | $3,952+76.2% |
| Admin fee / account holder | $100 | $3,339-97.0% | $3,619-97.2% | $6,261-98.4% |