Filed May 1, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 99 · EIN 13-1624203 | Other Fees | $104,051 |
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 | $212,926 | $204,517+4.1% | $69,480+206.5% | $77,775+173.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 74.6%+25.4pp | 73.2%+26.8pp |
| Annual return | 17.70% | 22.10%-4.4pp | 28.99%-11.3pp | 32.58%-14.9pp |
| Employer contribution / active EE | $6,458 | $3,548+82.0% | $2,780+132.3% | $2,504+157.9% |
| Participant deferral / active EE | $7,453 | $3,478+114.3% | $3,537+110.7% | $3,966+87.9% |
| Admin fee / account holder | $25 | $101-75.4% | $3,840-99.4% | $100-75.2% |