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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 | $55,715-25.7% | $124,206-66.7% | $71,012-41.7% |
| Participation rate | 36.5% | 34.7%+1.8pp | 69.6%-33.1pp | 58.6%-22.0pp |
| Annual return | 16.37% | 73.23%-56.9pp | 515.27%-498.9pp | 37.67%-21.3pp |
| Employer contribution / active EE | $907 | $964-5.9% | $3,540-74.4% | $2,348-61.4% |
| Participant deferral / active EE | $0 | $1,833-100.0% | $3,968-100.0% | $3,246-100.0% |
| Admin fee / account holder | $14 | $1,481-99.1% | $5,929-99.8% | $1,167-98.8% |