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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,138 | $49,255+125.6% | $70,494+57.7% | $79,856+39.2% |
| Participation rate | 96.4% | 69.2%+27.3pp | 75.1%+21.4pp | 69.6%+26.8pp |
| Annual return | 3.88% | 30.10%-26.2pp | 109.16%-105.3pp | 31.71%-27.8pp |
| Employer contribution / active EE | $5,210 | $2,100+148.1% | $2,738+90.3% | $2,471+110.8% |
| Participant deferral / active EE | $8,504 | $2,768+207.2% | $3,711+129.2% | $3,741+127.3% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |