Filed November 20, 2015
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $945 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,227 | $74,706+15.4% | $75,714+13.9% | $79,391+8.6% |
| Participation rate | 99.1% | 75.3%+23.8pp | 74.8%+24.3pp | 70.7%+28.4pp |
| Annual return | 16.00% | 18.52%-2.5pp | 104.62%-88.6pp | 116.88%-100.9pp |
| Employer contribution / active EE | $5,628 | $2,590+117.3% | $2,744+105.1% | $2,428+131.8% |
| Participant deferral / active EE | $6,193 | $3,533+75.3% | $3,820+62.1% | $4,046+53.1% |
| Admin fee / account holder | $1 | $374-99.7% | $3,619-100.0% | $627-99.8% |