Filed February 1, 2017 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,675 |
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 | $111,148 | $65,582+69.5% | $64,099+73.4% | $71,495+55.5% |
| Participation rate | 80.8% | 73.2%+7.6pp | 72.3%+8.5pp | 67.9%+12.8pp |
| Annual return | 15.48% | 18.96%-3.5pp | 33.70%-18.2pp | 28.85%-13.4pp |
| Employer contribution / active EE | $4,161 | $2,671+55.8% | $2,748+51.4% | $2,589+60.7% |
| Participant deferral / active EE | $7,310 | $3,628+101.5% | $3,881+88.3% | $4,291+70.4% |
| Admin fee / account holder | $14 | $616-97.8% | $3,070-99.6% | $1,588-99.1% |