Filed May 18, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $108,550 |
Participant contribution per participant 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 | $132,092 | $105,179+25.6% | $64,110+106.0% | $80,187+64.7% |
| Participation rate | 96.6% | 73.5%+23.1pp | 72.3%+24.3pp | 72.9%+23.7pp |
| Annual return | 14.25% | 20.34%-6.1pp | 33.75%-19.5pp | 40.40%-26.2pp |
| Employer contribution / active EE | $7,221 | $3,311+118.1% | $2,751+162.5% | $2,980+142.3% |
| Participant deferral / active EE | $1,168 | $4,020-70.9% | $3,883-69.9% | $5,016-76.7% |
| Admin fee / account holder | $78 | $113-31.0% | $3,071-97.5% | $145-46.1% |