Filed June 26, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 12 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Participant communication; Claims pro... | $10,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,076-100.0% | $56,546-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 34.6%-34.6pp | 50.6%-50.6pp | 9.9%-9.9pp |
| Annual return | -6.95% | -11.57%+4.6pp | -11.22%+4.3pp | -5.25%-1.7pp |
| Employer contribution / active EE | $2,219 | $21,762-89.8% | $32,882-93.3% | $15,161-85.4% |
| Participant deferral / active EE | $0 | $1,047-100.0% | $579-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $669-100.0% | $1,473-100.0% | $3,859-100.0% |