Filed June 2, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $22,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,639 | $56,540-45.8% | $185,849-83.5% | $86,821-64.7% |
| Participation rate | 96.2% | 65.5%+30.7pp | 81.7%+14.5pp | 72.3%+23.9pp |
| Annual return | 13.79% | 118.20%-104.4pp | 122.10%-108.3pp | 97.94%-84.1pp |
| Employer contribution / active EE | $1,739 | $1,844-5.7% | $5,169-66.4% | $2,406-27.7% |
| Participant deferral / active EE | $2,016 | $2,555-21.1% | $5,569-63.8% | $4,132-51.2% |
| Admin fee / account holder | $30 | $150-80.2% | $16,244-99.8% | $170-82.5% |