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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $19,754 |
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 | $95,732 | $49,249+94.4% | $70,476+35.8% | $79,852+19.9% |
| Participation rate | 84.4% | 69.2%+15.2pp | 75.1%+9.3pp | 69.6%+14.7pp |
| Annual return | 13.81% | 30.09%-16.3pp | 109.12%-95.3pp | 31.72%-17.9pp |
| Employer contribution / active EE | $7,244 | $2,100+244.9% | $2,738+164.6% | $2,471+193.2% |
| Participant deferral / active EE | $5,140 | $2,769+85.6% | $3,710+38.5% | $3,740+37.4% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |