Filed May 1, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 99 · EIN 13-1624203 | Other Fees | $15,576 |
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 | $74,552-100.0% | $63,018-100.0% | $69,634-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 74.8%-74.8pp | 70.7%-70.7pp |
| Annual return | 19.87% | 15.77%+4.1pp | 87.63%-67.8pp | 27572.26%-27552.4pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,503 | $2,974-15.8% | $3,330-24.8% | $3,224-22.3% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |