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 | $16,647 |
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 | $29,275 | $95,542-69.4% | $69,480-57.9% | $67,584-56.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 21.35% | 17.67%+3.7pp | 28.99%-7.6pp | 378.59%-357.2pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,780-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,872 | $3,263-42.6% | $3,537-47.1% | $3,540-47.1% |
| Admin fee / account holder | $12 | $90-86.9% | $3,840-99.7% | $142-91.7% |