Filed May 10, 2018 (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 |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $917 |
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 | $102,866 | $57,976+77.4% | $63,018+63.2% | $62,293+65.1% |
| Participation rate | 91.8% | 75.9%+15.9pp | 74.8%+17.0pp | 69.5%+22.3pp |
| Annual return | 12.84% | 17.54%-4.7pp | 87.62%-74.8pp | 28.90%-16.1pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,411 | $2,956+116.9% | $3,330+92.6% | $3,169+102.3% |
| Admin fee / account holder | $7 | $276-97.6% | $3,601-99.8% | $479-98.6% |