Filed July 22, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $32,891 |
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 | $169,260 | $65,322+159.1% | $70,462+140.2% | $73,493+130.3% |
| Participation rate | 99.4% | 77.0%+22.4pp | 75.1%+24.3pp | 70.7%+28.7pp |
| Annual return | 14.24% | 15.71%-1.5pp | 109.08%-94.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $5,754 | $2,460+133.9% | $2,737+110.2% | $2,270+153.5% |
| Participant deferral / active EE | $6,225 | $3,375+84.4% | $3,710+67.8% | $3,740+66.4% |
| Admin fee / account holder | $134 | $214-37.3% | $3,845-96.5% | $513-73.8% |