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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 |
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 | $109,782+37.8% | $260,467-41.9% | $94,015+60.9% |
| Participation rate | 96.8% | 67.2%+29.6pp | 80.5%+16.4pp | 70.8%+26.0pp |
| Annual return | 12.62% | 18.60%-6.0pp | 100.60%-88.0pp | 17.84%-5.2pp |
| Employer contribution / active EE | $11,930 | $2,147+455.8% | $4,239+181.5% | $2,790+327.6% |
| Participant deferral / active EE | $7,836 | $4,044+93.8% | $6,319+24.0% | $4,249+84.4% |
| Admin fee / account holder | $179 | $11,958-98.5% | $15,461-98.8% | $8,951-98.0% |