Filed November 2, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $6,499 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,877 | $69,708-19.8% | $67,560-17.3% | $74,478-25.0% |
| Participation rate | 97.4% | 71.4%+26.0pp | 72.9%+24.5pp | 67.2%+30.2pp |
| Annual return | 12.35% | -40.67%+53.0pp | 3533.50%-3521.1pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $3,109 | $2,715+14.5% | $2,737+13.6% | $2,626+18.4% |
| Participant deferral / active EE | $4,419 | $3,637+21.5% | $4,004+10.4% | $4,350+1.6% |
| Admin fee / account holder | $17 | $887-98.1% | $3,994-99.6% | $1,946-99.1% |