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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $93,171 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,694 | $85,660+155.3% | $77,361+182.7% | $85,660+155.3% |
| Participation rate | 66.5% | 74.8%-8.3pp | 75.0%-8.4pp | 74.8%-8.3pp |
| Annual return | 10.62% | 19.52%-8.9pp | 1011.54%-1000.9pp | 19.52%-8.9pp |
| Employer contribution / active EE | $6,121 | $4,199+45.8% | $2,990+104.7% | $4,199+45.8% |
| Participant deferral / active EE | $1,159 | $3,518-67.1% | $3,911-70.4% | $3,518-67.1% |
| Admin fee / account holder | $25 | $224-88.7% | $5,894-99.6% | $224-88.7% |