Filed May 13, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,344 |
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 | $162,253 | $45,087+259.9% | $69,483+133.5% | $72,976+122.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 33.16% | 22.67%+10.5pp | 28.99%+4.2pp | 81.02%-47.9pp |
| Employer contribution / active EE | $6,728 | $2,055+227.4% | $2,780+142.0% | $2,440+175.7% |
| Participant deferral / active EE | $9,356 | $2,603+259.4% | $3,537+164.6% | $3,608+159.3% |
| Admin fee / account holder | $44 | $3,057-98.6% | $3,841-98.9% | $5,124-99.1% |