Filed November 20, 2015
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $1,228 |
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 | $76,876 | $65,322+17.7% | $70,494+9.1% | $73,497+4.6% |
| Participation rate | 99.1% | 77.0%+22.1pp | 75.1%+24.0pp | 70.7%+28.4pp |
| Annual return | 15.74% | 15.71%0pp | 109.16%-93.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $5,930 | $2,460+141.1% | $2,738+116.6% | $2,270+161.2% |
| Participant deferral / active EE | $6,353 | $3,375+88.3% | $3,711+71.2% | $3,740+69.9% |
| Admin fee / account holder | $3 | $214-98.4% | $3,848-99.9% | $513-99.3% |