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 |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 700173206 | Recordkeeping | $48,812 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,476 | $98,780-56.0% | $60,919-28.6% | $77,906-44.2% |
| Participation rate | 94.0% | 76.7%+17.4pp | 73.1%+20.9pp | 73.7%+20.3pp |
| Annual return | -11.99% | -11.56%-0.4pp | 16.98%-29.0pp | 12.16%-24.1pp |
| Employer contribution / active EE | $3,317 | $3,605-8.0% | $2,704+22.7% | $2,846+16.5% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,814-100.0% | $4,805-100.0% |
| Admin fee / account holder | $9 | $89-89.8% | $3,226-99.7% | $133-93.2% |