Filed June 13, 2016 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $534,074 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,550 | $68,330-37.7% | $149,740-71.6% | $96,393-55.9% |
| Participation rate | 97.8% | 74.6%+23.2pp | 78.8%+19.0pp | 71.3%+26.5pp |
| Annual return | 16.39% | 29.64%-13.2pp | 134.51%-118.1pp | 22.88%-6.5pp |
| Employer contribution / active EE | $4,810 | $2,139+124.8% | $4,821-0.2% | $3,239+48.5% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $5,683-100.0% | $5,455-100.0% |
| Admin fee / account holder | $9 | $52-83.6% | $13,222-99.9% | $74-88.4% |