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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 | $650 |
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 | $58,107 | $55,002+5.6% | $59,883-3.0% | $56,287+3.2% |
| Participation rate | 95.8% | 75.9%+19.8pp | 74.7%+21.1pp | 69.9%+25.9pp |
| Annual return | 8.69% | 1.13%+7.6pp | 3.46%+5.2pp | -9.96%+18.7pp |
| Employer contribution / active EE | $1,757 | $2,448-28.2% | $2,722-35.5% | $2,111-16.8% |
| Participant deferral / active EE | $3,214 | $3,121+3.0% | $3,402-5.5% | $3,350-4.0% |
| Admin fee / account holder | $4 | $236-98.2% | $3,591-99.9% | $521-99.2% |