Filed February 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 8500 ANDREW CARNEGIE BLVD. · CHARLOTTE, NC 28262 | Recordkeeping Fees | $4,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,696 | $43,344+83.9% | $59,899+33.1% | $64,173+24.2% |
| Participation rate | 61.7% | 69.2%-7.5pp | 74.7%-13.0pp | 69.6%-7.9pp |
| Annual return | 5.96% | -1.55%+7.5pp | 3.46%+2.5pp | 7.63%-1.7pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,222 | $2,547+144.2% | $3,402+82.9% | $3,470+79.3% |
| Admin fee / account holder | $36 | $3,008-98.8% | $3,592-99.0% | $4,887-99.3% |