Filed July 14, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $41,509 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,780 | $96,018+36.2% | $65,493+99.7% | $85,563+52.8% |
| Participation rate | 94.2% | 74.8%+19.4pp | 73.1%+21.1pp | 66.0%+28.2pp |
| Annual return | 14.52% | 14.51%0pp | 982.45%-967.9pp | 31.51%-17.0pp |
| Employer contribution / active EE | $4,403 | $3,235+36.1% | $2,574+71.1% | $2,654+65.9% |
| Participant deferral / active EE | $7,764 | $4,055+91.5% | $3,961+96.0% | $4,375+77.5% |
| Admin fee / account holder | $76 | $271-71.8% | $5,028-98.5% | $834-90.9% |