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 | $9,033 |
Filed as: FIDELITY INVESTMENT INST COMP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $23 |
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 | $68,408-100.0% | $57,196-100.0% | $57,661-100.0% |
| Participation rate | 0.0% | 79.1%-79.1pp | 75.3%-75.3pp | 70.2%-70.2pp |
| Annual return | 6.23% | 8.51%-2.3pp | 14.59%-8.4pp | 5.13%+1.1pp |
| Employer contribution / active EE | $2,355 | $2,869-17.9% | $2,683-12.2% | $1,974+19.3% |
| Participant deferral / active EE | $2,424 | $2,903-16.5% | $3,096-21.7% | $3,061-20.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |