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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $35,745 |
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 | $151,269 | $90,400+67.3% | $186,193-18.8% | $87,485+72.9% |
| Participation rate | 96.8% | 66.2%+30.7pp | 77.1%+19.7pp | 68.9%+27.9pp |
| Annual return | 12.62% | 22.15%-9.5pp | 78.03%-65.4pp | 26.06%-13.4pp |
| Employer contribution / active EE | $11,930 | $2,170+449.7% | $3,918+204.5% | $2,596+359.5% |
| Participant deferral / active EE | $7,836 | $4,330+81.0% | $6,513+20.3% | $4,274+83.4% |
| Admin fee / account holder | $179 | $8,673-97.9% | $11,058-98.4% | $7,775-97.7% |