Filed April 23, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 63 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | 12b-1 Fees | $9,597 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,724 | $84,028+3.2% | $75,696+14.6% | - |
| Participation rate | 89.9% | 79.0%+10.9pp | 74.8%+15.1pp | - |
| Annual return | 23.56% | 14.09%+9.5pp | 104.53%-81.0pp | - |
| Employer contribution / active EE | $4,714 | $2,146+119.7% | $2,743+71.9% | - |
| Participant deferral / active EE | $4,664 | $3,526+32.3% | $3,821+22.1% | - |
| Admin fee / account holder | $33 | $3,165-99.0% | $3,619-99.1% | - |