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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $147 |
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 | $116,769 | $65,395+78.6% | $182,540-36.0% | $72,975+60.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 4.53% | 27.68%-23.2pp | 148.58%-144.0pp | 81.01%-76.5pp |
| Employer contribution / active EE | $9,712 | $1,911+408.1% | $4,076+138.3% | $2,440+298.0% |
| Participant deferral / active EE | $7,499 | $3,563+110.5% | $5,525+35.7% | $3,608+107.9% |
| Admin fee / account holder | $1 | $4,245-100.0% | $8,593-100.0% | $5,124-100.0% |