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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $21,798 |
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 | $163,937 | $80,812+102.9% | $160,784+2.0% | $82,448+98.8% |
| Participation rate | 96.6% | 66.2%+30.4pp | 77.0%+19.6pp | 68.1%+28.5pp |
| Annual return | 8.69% | 100.59%-91.9pp | 1803.92%-1795.2pp | 41.64%-32.9pp |
| Employer contribution / active EE | $6,691 | $2,174+207.8% | $3,733+79.3% | $2,551+162.3% |
| Participant deferral / active EE | $4,559 | $4,335+5.2% | $6,293-27.5% | $4,139+10.1% |
| Admin fee / account holder | $108 | $7,695-98.6% | $9,717-98.9% | $7,234-98.5% |