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 |
|---|---|---|
TIAA1+ years Service code 65 · EIN 72-0423889 730 THIRD AVE · NEW YORK, NY 700173206 | Account Maintenance | $7,558 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,225 | $85,199-55.1% | $57,196-33.2% | $63,975-40.3% |
| Participation rate | 86.6% | 74.0%+12.5pp | 75.3%+11.2pp | 71.1%+15.4pp |
| Annual return | 0.65% | 10.43%-9.8pp | 14.59%-13.9pp | 48.65%-48.0pp |
| Employer contribution / active EE | $2,386 | $3,446-30.8% | $2,683-11.1% | $2,182+9.3% |
| Participant deferral / active EE | $18 | $3,109-99.4% | $3,096-99.4% | $3,356-99.5% |
| Admin fee / account holder | $2 | $39-96.0% | $3,141-100.0% | $70-97.8% |