Filed December 10, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 99 · EIN 13-1624203 | Other Fees | $39,117 |
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 | $28,455 | $52,293-45.6% | $178,499-84.1% | $73,412-61.2% |
| Participation rate | 97.3% | 65.3%+31.9pp | 81.9%+15.3pp | 72.2%+25.1pp |
| Annual return | 14.74% | 34.75%-20.0pp | 151.10%-136.4pp | 59.30%-44.6pp |
| Employer contribution / active EE | $1,605 | $1,735-7.5% | $5,011-68.0% | $2,234-28.1% |
| Participant deferral / active EE | $2,006 | $2,332-14.0% | $5,202-61.4% | $3,806-47.3% |
| Admin fee / account holder | $69 | $127-45.5% | $13,986-99.5% | $158-56.0% |