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 700173206 | Recordkeeping | $98,985 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,486 | $113,568-53.8% | $67,560-22.3% | $200,096-73.8% |
| Participation rate | 91.2% | 73.3%+17.8pp | 72.9%+18.2pp | 72.0%+19.1pp |
| Annual return | 14.06% | 15.88%-1.8pp | 3533.50%-3519.4pp | 34.26%-20.2pp |
| Employer contribution / active EE | $3,973 | $3,409+16.5% | $2,737+45.2% | $3,038+30.8% |
| Participant deferral / active EE | $0 | $4,163-100.0% | $4,004-100.0% | $5,090-100.0% |
| Admin fee / account holder | $18 | $102-82.6% | $3,994-99.6% | $269-93.4% |