Filed June 2, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $13,965 |
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 | $13,829 | $36,916-62.5% | $156,551-91.2% | $57,658-76.0% |
| Participation rate | 97.4% | 63.4%+34.0pp | 84.0%+13.4pp | 70.2%+27.2pp |
| Annual return | 19.27% | 12.38%+6.9pp | 32.23%-13.0pp | 5.13%+14.1pp |
| Employer contribution / active EE | $1,849 | $1,571+17.7% | $5,501-66.4% | $1,974-6.3% |
| Participant deferral / active EE | $1,773 | $1,926-7.9% | $4,871-63.6% | $3,061-42.1% |
| Admin fee / account holder | $27 | $82-67.4% | $13,028-99.8% | $95-71.5% |