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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,780 | $93,351+40.1% | $62,929+107.8% | $79,634+64.2% |
| Participation rate | 94.2% | 74.6%+19.6pp | 73.1%+21.1pp | 62.5%+31.7pp |
| Annual return | 14.52% | 14.37%+0.1pp | 1063.93%-1049.4pp | 36.46%-21.9pp |
| Employer contribution / active EE | $4,403 | $3,135+40.5% | $2,505+75.8% | $2,529+74.1% |
| Participant deferral / active EE | $7,764 | $3,921+98.0% | $3,888+99.7% | $3,835+102.5% |
| Admin fee / account holder | $76 | $229-66.7% | $5,065-98.5% | $1,002-92.4% |