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 |
|---|---|---|
TIAA6+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $34,280 |
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 | $13,910 | $52,626-73.6% | $98,477-85.9% | $93,010-85.0% |
| Participation rate | 96.0% | 65.3%+30.7pp | 73.3%+22.7pp | 73.9%+22.1pp |
| Annual return | 19.07% | 16.95%+2.1pp | 1493.59%-1474.5pp | 158.70%-139.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,961-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $1,597 | $2,907-45.1% | $4,276-62.6% | $4,561-65.0% |
| Admin fee / account holder | $10 | $102-90.1% | $5,951-99.8% | $152-93.3% |