Filed April 23, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 63 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | 12b-1 Fees | $16,817 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,718 | $65,582+21.6% | $64,101+24.4% | $71,511+11.5% |
| Participation rate | 91.1% | 73.2%+17.9pp | 72.3%+18.8pp | 67.9%+23.1pp |
| Annual return | 10.59% | 18.96%-8.4pp | 33.72%-23.1pp | 28.86%-18.3pp |
| Employer contribution / active EE | $4,530 | $2,671+69.6% | $2,749+64.8% | $2,589+75.0% |
| Participant deferral / active EE | $4,233 | $3,628+16.7% | $3,881+9.1% | $4,291-1.3% |
| Admin fee / account holder | $55 | $616-91.1% | $3,070-98.2% | $1,588-96.6% |