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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 700173206 | Recordkeeping | $102,719 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,339 | $85,660-36.6% | $77,361-29.8% | $85,660-36.6% |
| Participation rate | 91.7% | 74.8%+16.9pp | 75.0%+16.7pp | 74.8%+16.9pp |
| Annual return | 10.78% | 19.52%-8.7pp | 1011.54%-1000.8pp | 19.52%-8.7pp |
| Employer contribution / active EE | $4,230 | $4,199+0.7% | $2,990+41.5% | $4,199+0.7% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $3,911-100.0% | $3,518-100.0% |
| Admin fee / account holder | $18 | $224-92.1% | $5,894-99.7% | $224-92.1% |