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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $8,022 |
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 | $116,998 | $72,027+62.4% | $185,861-37.1% | $79,856+46.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 4.58% | 23.13%-18.5pp | 35.96%-31.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $9,544 | $1,965+385.7% | $4,088+133.5% | $2,471+286.2% |
| Participant deferral / active EE | $7,919 | $3,780+109.5% | $5,634+40.6% | $3,741+111.7% |
| Admin fee / account holder | $53 | $4,513-98.8% | $9,503-99.4% | $5,306-99.0% |