Filed October 1, 2018 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $2,097 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,136 | $65,322+21.1% | $70,494+12.3% | $73,497+7.7% |
| Participation rate | 97.3% | 77.0%+20.4pp | 75.1%+22.3pp | 70.7%+26.7pp |
| Annual return | 11.79% | 15.71%-3.9pp | 109.16%-97.4pp | 28.51%-16.7pp |
| Employer contribution / active EE | $2,738 | $2,460+11.3% | $2,7380% | $2,270+20.6% |
| Participant deferral / active EE | $2,808 | $3,375-16.8% | $3,711-24.3% | $3,740-24.9% |
| Admin fee / account holder | $42 | $214-80.5% | $3,848-98.9% | $513-91.9% |