Filed February 1, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,566 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,739 | $69,763+77.4% | $67,502+83.3% | $74,495+66.1% |
| Participation rate | 78.5% | 71.4%+7.2pp | 72.9%+5.7pp | 67.2%+11.3pp |
| Annual return | 13.46% | -40.34%+53.8pp | 3512.12%-3498.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $3,731 | $2,704+38.0% | $2,731+36.6% | $2,623+42.2% |
| Participant deferral / active EE | $6,630 | $3,636+82.3% | $4,000+65.7% | $4,346+52.6% |
| Admin fee / account holder | $28 | $896-96.9% | $3,998-99.3% | $1,942-98.6% |