Filed August 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 50 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Direct Payment | $3,686 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,645 | $45,082+65.6% | $69,464+7.5% | $72,975+2.3% |
| Participation rate | 95.1% | 68.5%+26.6pp | 74.6%+20.5pp | 69.5%+25.6pp |
| Annual return | 14.75% | 22.66%-7.9pp | 28.98%-14.2pp | 81.01%-66.3pp |
| Employer contribution / active EE | $8,994 | $2,055+337.6% | $2,779+223.6% | $2,440+268.6% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $21 | $3,057-99.3% | $3,840-99.5% | $5,124-99.6% |