Filed January 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $1,100 |
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 | $117,728 | $60,795+93.6% | $69,464+69.5% | $65,185+80.6% |
| Participation rate | 97.2% | 74.9%+22.3pp | 74.6%+22.6pp | 70.2%+27.0pp |
| Annual return | 18.34% | 17.46%+0.9pp | 28.98%-10.6pp | 29.38%-11.0pp |
| Employer contribution / active EE | $6,888 | $2,452+180.9% | $2,779+147.9% | $2,177+216.5% |
| Participant deferral / active EE | $6,326 | $3,162+100.1% | $3,536+78.9% | $3,514+80.0% |
| Admin fee / account holder | $4 | $314-98.7% | $3,840-99.9% | $847-99.5% |