Filed December 10, 2015 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 99 · EIN 13-1624203 | Other Fees | $29,256 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,529 | $62,928-70.6% | $172,752-89.3% | $67,579-72.6% |
| Participation rate | 96.3% | 64.5%+31.8pp | 82.6%+13.6pp | 71.3%+25.0pp |
| Annual return | 15.92% | 30.36%-14.4pp | 802.97%-787.1pp | 378.56%-362.6pp |
| Employer contribution / active EE | $1,321 | $1,636-19.2% | $5,144-74.3% | $2,148-38.5% |
| Participant deferral / active EE | $1,785 | $2,145-16.8% | $5,198-65.7% | $3,539-49.6% |
| Admin fee / account holder | $38 | $167-77.4% | $13,955-99.7% | $142-73.5% |