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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $13,825 |
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 | $138,802 | $79,449+74.7% | $189,558-26.8% | $85,856+61.7% |
| Participation rate | 97.4% | 66.0%+31.4pp | 78.5%+18.9pp | 69.3%+28.1pp |
| Annual return | 25.79% | 18.45%+7.3pp | 64.19%-38.4pp | 318.58%-292.8pp |
| Employer contribution / active EE | $9,520 | $2,081+357.5% | $4,412+115.8% | $2,565+271.1% |
| Participant deferral / active EE | $7,429 | $4,051+83.4% | $6,174+20.3% | $3,952+88.0% |
| Admin fee / account holder | $87 | $5,377-98.4% | $9,809-99.1% | $6,261-98.6% |