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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $35,745 |
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 | $151,269 | $84,953+78.1% | $163,379-7.4% | $82,637+83.1% |
| Participation rate | 96.8% | 65.9%+30.9pp | 76.8%+20.0pp | 68.1%+28.8pp |
| Annual return | 12.62% | 23.07%-10.5pp | 63.41%-50.8pp | 53.51%-40.9pp |
| Employer contribution / active EE | $11,930 | $2,183+446.6% | $3,752+217.9% | $2,552+367.5% |
| Participant deferral / active EE | $7,836 | $4,326+81.1% | $6,282+24.8% | $4,126+89.9% |
| Admin fee / account holder | $179 | $7,921-97.7% | $9,818-98.2% | $7,339-97.6% |