Filed July 29, 2019 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $36,614 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,011 | $98,780+78.2% | $60,919+188.9% | $77,906+125.9% |
| Participation rate | 70.7% | 76.7%-5.9pp | 73.1%-2.4pp | 73.7%-3.0pp |
| Annual return | -10.38% | -11.56%+1.2pp | 16.98%-27.4pp | 12.16%-22.5pp |
| Employer contribution / active EE | $5,386 | $3,605+49.4% | $2,704+99.2% | $2,846+89.2% |
| Participant deferral / active EE | $988 | $4,200-76.5% | $3,814-74.1% | $4,805-79.4% |
| Admin fee / account holder | $11 | $89-87.5% | $3,226-99.7% | $133-91.6% |