Filed February 1, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $75 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $130,008 | $65,322+99.0% | $70,476+84.5% | $73,493+76.9% |
| Participation rate | 96.8% | 77.0%+19.8pp | 75.1%+21.7pp | 70.7%+26.1pp |
| Annual return | 12.69% | 15.71%-3.0pp | 109.12%-96.4pp | 28.51%-15.8pp |
| Employer contribution / active EE | $2,284 | $2,460-7.2% | $2,738-16.6% | $2,270+0.6% |
| Participant deferral / active EE | $5,540 | $3,375+64.2% | $3,710+49.3% | $3,740+48.1% |
| Admin fee / account holder | $0 | $214-99.9% | $3,847-100.0% | $513-100.0% |