Filed November 2, 2023 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $4,153 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,599 | $65,582-19.8% | $64,099-17.9% | $71,495-26.4% |
| Participation rate | 97.7% | 73.2%+24.5pp | 72.3%+25.4pp | 67.9%+29.8pp |
| Annual return | 15.50% | 18.96%-3.5pp | 33.70%-18.2pp | 28.85%-13.4pp |
| Employer contribution / active EE | $2,692 | $2,671+0.8% | $2,748-2.0% | $2,589+4.0% |
| Participant deferral / active EE | $3,738 | $3,628+3.0% | $3,881-3.7% | $4,291-12.9% |
| Admin fee / account holder | $11 | $616-98.2% | $3,070-99.6% | $1,588-99.3% |