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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $11,207 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,323 | $60,989+94.0% | $60,899+94.3% | $66,930+76.8% |
| Participation rate | 96.9% | 74.5%+22.4pp | 73.1%+23.8pp | 69.8%+27.1pp |
| Annual return | -12.04% | -9.60%-2.4pp | 16.92%-29.0pp | 1.57%-13.6pp |
| Employer contribution / active EE | $4,627 | $2,661+73.9% | $2,702+71.2% | $2,545+81.8% |
| Participant deferral / active EE | $7,965 | $3,615+120.4% | $3,817+108.7% | $4,238+88.0% |
| Admin fee / account holder | $57 | $338-83.3% | $3,225-98.2% | $593-90.5% |