Filed December 10, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 99 · EIN 13-1624203 | Other Fees | $54,391 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,251 | $46,332-41.2% | $143,799-81.0% | $64,819-58.0% |
| Participation rate | 94.0% | 64.2%+29.7pp | 80.3%+13.7pp | 71.5%+22.5pp |
| Annual return | -13.12% | -10.05%-3.1pp | -0.04%-13.1pp | 32.84%-46.0pp |
| Employer contribution / active EE | $2,024 | $1,911+5.9% | $4,952-59.1% | $2,507-19.3% |
| Participant deferral / active EE | $2,443 | $2,647-7.7% | $5,638-56.7% | $4,311-43.3% |
| Admin fee / account holder | $87 | $154-43.3% | $14,677-99.4% | $188-53.6% |