Filed November 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $8,649 |
Filed as: RIVERSOURCE LIFE INSURANCE COMPANY Service code 64 · EIN 41-0823832 | Recordkeeping Fees | $4,412 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,647 | $60,989+14.2% | $60,919+14.3% | $66,949+4.0% |
| Participation rate | 93.8% | 74.5%+19.3pp | 73.1%+20.7pp | 69.8%+24.0pp |
| Annual return | -12.43% | -9.60%-2.8pp | 16.96%-29.4pp | 1.57%-14.0pp |
| Employer contribution / active EE | $5,196 | $2,661+95.3% | $2,704+92.2% | $2,545+104.1% |
| Participant deferral / active EE | $5,157 | $3,615+42.7% | $3,814+35.2% | $4,239+21.6% |
| Admin fee / account holder | $26 | $338-92.2% | $3,228-99.2% | $594-95.5% |