Filed May 1, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA-CREF Service code 99 · EIN 13-1624203 | Other Fees | $4,442 |
Filed as: FIDELITY INVESTMENT INST COMP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,201 |
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 | $67,166-100.0% | $57,357-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 69.2%-69.2pp |
| Annual return | 3.01% | 4.22%-1.2pp | 24.41%-21.4pp | 10.78%-7.8pp |
| Employer contribution / active EE | $2,338 | $2,812-16.9% | $2,689-13.1% | $1,899+23.1% |
| Participant deferral / active EE | $2,379 | $2,835-16.1% | $3,162-24.8% | $3,046-21.9% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |