Filed January 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $38,393 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,616 | $43,236-75.4% | $82,744-87.2% | $77,906-86.4% |
| Participation rate | 95.6% | 64.2%+31.4pp | 72.6%+23.1pp | 73.7%+21.9pp |
| Annual return | -15.56% | 2.40%-18.0pp | 702.22%-717.8pp | 12.16%-27.7pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,008-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $1,725 | $3,069-43.8% | $4,395-60.8% | $4,805-64.1% |
| Admin fee / account holder | $10 | $102-90.3% | $5,325-99.8% | $133-92.5% |