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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $123,812 |
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 | $117,497 | $95,216+23.4% | $77,361+51.9% | $95,216+23.4% |
| Participation rate | 45.6% | 86.5%-40.9pp | 75.0%-29.4pp | 86.5%-40.9pp |
| Annual return | 13.94% | 11.45%+2.5pp | 1011.54%-997.6pp | 11.45%+2.5pp |
| Employer contribution / active EE | $0 | $4,418-100.0% | $2,990-100.0% | $4,418-100.0% |
| Participant deferral / active EE | $3,319 | $4,181-20.6% | $3,911-15.1% | $4,181-20.6% |
| Admin fee / account holder | $23 | $189-87.9% | $5,894-99.6% | $189-87.9% |