Filed June 2, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $21,449 |
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 | $26,331 | $52,293-49.6% | $178,503-85.2% | $73,412-64.1% |
| Participation rate | 97.0% | 65.3%+31.7pp | 81.9%+15.1pp | 72.2%+24.8pp |
| Annual return | 17.21% | 34.75%-17.5pp | 151.12%-133.9pp | 59.30%-42.1pp |
| Employer contribution / active EE | $1,705 | $1,736-1.8% | $5,011-66.0% | $2,234-23.7% |
| Participant deferral / active EE | $1,880 | $2,333-19.4% | $5,202-63.9% | $3,806-50.6% |
| Admin fee / account holder | $30 | $127-76.6% | $13,987-99.8% | $158-81.1% |