Filed May 30, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $3,030 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,192 | $68,408+42.1% | $57,196+69.9% | $57,658+68.6% |
| Participation rate | 95.8% | 79.1%+16.6pp | 75.3%+20.5pp | 70.2%+25.6pp |
| Annual return | 1.23% | 8.51%-7.3pp | 14.59%-13.4pp | 5.13%-3.9pp |
| Employer contribution / active EE | $2,865 | $2,869-0.1% | $2,683+6.8% | $1,974+45.2% |
| Participant deferral / active EE | $4,369 | $2,903+50.5% | $3,096+41.1% | $3,061+42.7% |
| Admin fee / account holder | $6 | $70-90.9% | $3,141-99.8% | $95-93.3% |