Filed January 16, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $326 |
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 | $69,477 | $43,333+60.3% | $59,883+16.0% | $64,181+8.3% |
| Participation rate | 92.7% | 69.2%+23.5pp | 74.7%+18.0pp | 69.6%+23.1pp |
| Annual return | -3.21% | -1.55%-1.7pp | 3.46%-6.7pp | 7.63%-10.8pp |
| Employer contribution / active EE | $2,649 | $2,029+30.5% | $2,722-2.7% | $2,381+11.3% |
| Participant deferral / active EE | $4,235 | $2,547+66.3% | $3,402+24.5% | $3,470+22.1% |
| Admin fee / account holder | $2 | $3,006-99.9% | $3,591-100.0% | $4,887-100.0% |