Filed June 2, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $19,633 |
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 | $21,699 | $62,928-65.5% | $172,753-87.4% | $67,582-67.9% |
| Participation rate | 97.3% | 64.5%+32.8pp | 82.6%+14.6pp | 71.3%+26.0pp |
| Annual return | 23.74% | 30.36%-6.6pp | 803.00%-779.3pp | 378.57%-354.8pp |
| Employer contribution / active EE | $1,617 | $1,636-1.2% | $5,144-68.6% | $2,148-24.7% |
| Participant deferral / active EE | $1,700 | $2,145-20.7% | $5,198-67.3% | $3,539-52.0% |
| Admin fee / account holder | $28 | $167-83.1% | $13,956-99.8% | $142-80.2% |