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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $88,824 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $206,177 | $113,568+81.5% | $67,560+205.2% | $200,096+3.0% |
| Participation rate | 66.1% | 73.3%-7.2pp | 72.9%-6.8pp | 72.0%-5.9pp |
| Annual return | 13.53% | 15.88%-2.4pp | 3533.50%-3520.0pp | 34.26%-20.7pp |
| Employer contribution / active EE | $5,916 | $3,409+73.5% | $2,737+116.2% | $3,038+94.7% |
| Participant deferral / active EE | $1,108 | $4,163-73.4% | $4,004-72.3% | $5,090-78.2% |
| Admin fee / account holder | $25 | $102-76.0% | $3,994-99.4% | $269-90.9% |