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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $114,355 |
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 | $109,261 | $117,148-6.7% | $67,560+61.7% | $99,313+10.0% |
| Participation rate | 43.5% | 72.7%-29.2pp | 72.9%-29.4pp | 71.7%-28.2pp |
| Annual return | 16.78% | 14.15%+2.6pp | 3533.50%-3516.7pp | 17.67%-0.9pp |
| Employer contribution / active EE | $0 | $4,623-100.0% | $2,737-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $3,089 | $4,782-35.4% | $4,004-22.9% | $5,346-42.2% |
| Admin fee / account holder | $23 | $50-54.5% | $3,994-99.4% | $109-79.1% |