Filed January 6, 2025 (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 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $17,413 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,605 | $47,634-73.5% | $90,461-86.1% | $90,274-86.0% |
| Participation rate | 95.9% | 67.5%+28.4pp | 72.7%+23.2pp | 73.4%+22.5pp |
| Annual return | 9.76% | 19.61%-9.9pp | 1294.76%-1285.0pp | 53.97%-44.2pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,264-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $1,601 | $2,824-43.3% | $3,964-59.6% | $4,231-62.2% |
| Admin fee / account holder | $6 | $106-94.5% | $5,617-99.9% | $114-94.8% |