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 year Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $52,408 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,638 | $98,780-10.3% | $60,919+45.5% | $77,906+13.8% |
| Participation rate | 94.9% | 76.7%+18.3pp | 73.1%+21.8pp | 73.7%+21.3pp |
| Annual return | -10.62% | -11.56%+0.9pp | 16.98%-27.6pp | 12.16%-22.8pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $2,704-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $5,805 | $4,200+38.2% | $3,814+52.2% | $4,805+20.8% |
| Admin fee / account holder | $100 | $89+12.9% | $3,226-96.9% | $133-24.6% |