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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,739 | $69,708+77.5% | $67,560+83.2% | $74,478+66.1% |
| Participation rate | 78.5% | 71.4%+7.1pp | 72.9%+5.6pp | 67.2%+11.3pp |
| Annual return | 13.46% | -40.67%+54.1pp | 3533.50%-3520.0pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $3,731 | $2,715+37.4% | $2,737+36.3% | $2,626+42.1% |
| Participant deferral / active EE | $6,630 | $3,637+82.3% | $4,004+65.6% | $4,350+52.4% |
| Admin fee / account holder | $28 | $887-96.9% | $3,994-99.3% | $1,946-98.6% |