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 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,460 | $64,705+46.0% | $62,929+50.1% | $67,986+38.9% |
| Participation rate | 95.1% | 65.6%+29.5pp | 73.1%+22.0pp | 57.2%+37.9pp |
| Annual return | 10.57% | 20.31%-9.7pp | 1063.93%-1053.4pp | 31.67%-21.1pp |
| Employer contribution / active EE | $5,491 | $2,376+131.1% | $2,505+119.2% | $2,019+172.0% |
| Participant deferral / active EE | $4,886 | $3,198+52.8% | $3,888+25.6% | $3,358+45.5% |
| Admin fee / account holder | $51 | $1,428-96.4% | $5,065-99.0% | $3,203-98.4% |