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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $96 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,407 | $66,444-37.7% | $120,225-65.6% | $79,634-48.0% |
| Participation rate | 36.5% | 42.8%-6.2pp | 69.6%-33.1pp | 62.5%-26.0pp |
| Annual return | 16.37% | 53.37%-37.0pp | 439.23%-422.9pp | 36.46%-20.1pp |
| Employer contribution / active EE | $907 | $1,860-51.3% | $3,475-73.9% | $2,529-64.1% |
| Participant deferral / active EE | $0 | $2,798-100.0% | $3,999-100.0% | $3,835-100.0% |
| Admin fee / account holder | $14 | $1,295-98.9% | $5,696-99.8% | $1,002-98.6% |