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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $19,356 |
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 | $119,908 | $70,684+69.6% | $169,390-29.2% | $75,173+59.5% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 16.08% | 36.38%-20.3pp | 406.07%-390.0pp | 160.72%-144.6pp |
| Employer contribution / active EE | $10,790 | $2,211+388.0% | $4,013+168.9% | $2,671+304.0% |
| Participant deferral / active EE | $7,876 | $4,310+82.8% | $6,222+26.6% | $4,126+90.9% |
| Admin fee / account holder | $97 | $5,404-98.2% | $9,015-98.9% | $5,651-98.3% |