Filed June 2, 2021 (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 AVENUE · NEW YORK, NY 10017 | Recordkeeping | $15,780 |
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 | $16,710 | $46,173-63.8% | $170,435-90.2% | $69,631-76.0% |
| Participation rate | 97.0% | 63.9%+33.1pp | 83.6%+13.4pp | 70.7%+26.3pp |
| Annual return | 19.86% | 21.62%-1.8pp | 205.94%-186.1pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $1,802 | $1,610+12.0% | $5,432-66.8% | $2,032-11.3% |
| Participant deferral / active EE | $1,799 | $2,080-13.5% | $4,939-63.6% | $3,224-44.2% |
| Admin fee / account holder | $28 | $116-76.0% | $13,881-99.8% | $110-74.8% |