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 | $69,771-19.9% | $67,524-17.2% | $74,400-24.9% |
| Participation rate | 97.4% | 71.4%+26.1pp | 72.9%+24.5pp | 67.2%+30.2pp |
| Annual return | 12.35% | -40.49%+52.8pp | 3519.41%-3507.1pp | 1367.51%-1355.2pp |
| Employer contribution / active EE | $3,109 | $2,710+14.7% | $2,734+13.7% | $2,624+18.5% |
| Participant deferral / active EE | $4,419 | $3,638+21.5% | $4,001+10.4% | $4,348+1.6% |
| Admin fee / account holder | $17 | $889-98.1% | $4,001-99.6% | $1,944-99.1% |