Filed February 1, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,174 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,883 | $60,989+73.6% | $60,906+73.8% | $66,938+58.2% |
| Participation rate | 86.1% | 74.5%+11.6pp | 73.1%+13.0pp | 69.8%+16.3pp |
| Annual return | -11.39% | -9.60%-1.8pp | 16.94%-28.3pp | 1.58%-13.0pp |
| Employer contribution / active EE | $3,454 | $2,661+29.8% | $2,703+27.8% | $2,545+35.7% |
| Participant deferral / active EE | $6,565 | $3,615+81.6% | $3,814+72.1% | $4,238+54.9% |
| Admin fee / account holder | $5 | $338-98.5% | $3,227-99.8% | $594-99.1% |