Filed April 23, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $13,233 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,787 | $69,774+25.8% | $67,561+29.9% | $74,429+17.9% |
| Participation rate | 95.2% | 71.4%+23.9pp | 72.9%+22.3pp | 67.2%+28.0pp |
| Annual return | 13.71% | -40.53%+54.2pp | 3525.44%-3511.7pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $5,010 | $2,710+84.9% | $2,735+83.2% | $2,625+90.9% |
| Participant deferral / active EE | $4,220 | $3,636+16.1% | $4,003+5.4% | $4,348-2.9% |
| Admin fee / account holder | $41 | $890-95.4% | $4,006-99.0% | $1,944-97.9% |