Filed April 22, 2022 (most recent of 3 filings on file)
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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 | $779 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,144 | $50,637+95.8% | $86,582+14.5% | $62,293+59.2% |
| Participation rate | 90.7% | 67.9%+22.8pp | 73.5%+17.1pp | 69.5%+21.1pp |
| Annual return | 10.28% | 20.80%-10.5pp | 965.08%-954.8pp | 28.90%-18.6pp |
| Employer contribution / active EE | $5,136 | $2,075+147.5% | $2,839+80.9% | $2,042+151.5% |
| Participant deferral / active EE | $7,174 | $2,611+174.8% | $3,609+98.8% | $3,169+126.4% |
| Admin fee / account holder | $2 | $413-99.6% | $4,904-100.0% | $479-99.6% |