Filed November 29, 2016 (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 |
|---|---|---|
TIAA3 years Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Securities Custodian | $177 |
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 | $61,135 | $69,745-12.3% | $67,511-9.4% | $74,546-18.0% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 15.63% | -40.37%+56.0pp | 3517.41%-3501.8pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $4,453 | $2,705+64.6% | $2,733+63.0% | $2,624+69.7% |
| Participant deferral / active EE | $4,506 | $3,636+23.9% | $4,000+12.6% | $4,347+3.7% |
| Admin fee / account holder | $1 | $894-99.9% | $3,999-100.0% | $1,944-100.0% |