Filed January 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $44,295 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,881 | $52,660-79.3% | $86,612-87.4% | $80,160-86.4% |
| Participation rate | 96.1% | 62.4%+33.6pp | 71.7%+24.4pp | 72.9%+23.1pp |
| Annual return | 13.88% | 24.87%-11.0pp | 591.07%-577.2pp | 40.38%-26.5pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $3,022-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,790 | $3,215-44.3% | $4,438-59.7% | $5,017-64.3% |
| Admin fee / account holder | $10 | $113-91.3% | $5,614-99.8% | $145-93.3% |