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 | $65,084+45.1% | $67,681+39.6% | $64,340+46.8% |
| Participation rate | 95.1% | 66.7%+28.4pp | 73.7%+21.4pp | 55.2%+39.9pp |
| Annual return | 10.57% | 20.50%-9.9pp | 590.58%-580.0pp | 24.14%-13.6pp |
| Employer contribution / active EE | $5,491 | $2,398+128.9% | $2,678+105.0% | $1,862+195.0% |
| Participant deferral / active EE | $4,886 | $3,210+52.2% | $3,976+22.9% | $2,980+63.9% |
| Admin fee / account holder | $51 | $1,415-96.4% | $6,100-99.2% | $3,703-98.6% |