Filed April 23, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $15,866 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,460 | $67,594+39.7% | $77,361+22.1% | $69,733+35.5% |
| Participation rate | 95.1% | 71.7%+23.4pp | 75.0%+20.2pp | 62.5%+32.7pp |
| Annual return | 10.57% | 19.20%-8.6pp | 1011.54%-1001.0pp | 15.22%-4.7pp |
| Employer contribution / active EE | $5,491 | $2,649+107.3% | $2,990+83.6% | $2,250+144.0% |
| Participant deferral / active EE | $4,886 | $3,401+43.6% | $3,911+24.9% | $3,054+59.9% |
| Admin fee / account holder | $51 | $1,159-95.6% | $5,894-99.1% | $3,102-98.4% |