Filed May 1, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA-CREF Service code 99 · EIN 13-1624203 | Other Fees | $67,292 |
Filed as: FIDELITY INVESTMENT INST COMP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,867 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $957 |
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 | $0 | $85,199-100.0% | $57,196-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 74.0%-74.0pp | 75.3%-75.3pp | 71.1%-71.1pp |
| Annual return | 7.53% | 10.43%-2.9pp | 14.59%-7.1pp | 48.65%-41.1pp |
| Employer contribution / active EE | $7,561 | $3,446+119.4% | $2,683+181.8% | $2,182+246.6% |
| Participant deferral / active EE | $8,323 | $3,109+167.7% | $3,096+168.8% | $3,356+148.0% |
| Admin fee / account holder | $0 | $39-100.0% | $3,141-100.0% | $70-100.0% |