Filed November 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $16,904 |
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 | $118,786 | $49,249+141.2% | $70,476+68.5% | $79,852+48.8% |
| Participation rate | 94.9% | 69.2%+25.8pp | 75.1%+19.9pp | 69.6%+25.3pp |
| Annual return | 56.30% | 30.09%+26.2pp | 109.12%-52.8pp | 31.72%+24.6pp |
| Employer contribution / active EE | $8,307 | $2,100+295.5% | $2,738+203.4% | $2,471+236.2% |
| Participant deferral / active EE | $9,270 | $2,769+234.8% | $3,710+149.8% | $3,740+147.8% |
| Admin fee / account holder | $127 | $2,878-95.6% | $3,847-96.7% | $5,306-97.6% |