Filed June 3, 2016
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1426213 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $4,396 |
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 | $118,019 | $52,467+124.9% | $57,196+106.3% | $55,167+113.9% |
| Participation rate | 64.4% | 75.8%-11.4pp | 75.3%-10.9pp | 69.0%-4.6pp |
| Annual return | 7.64% | 7.72%-0.1pp | 14.59%-7.0pp | 169.23%-161.6pp |
| Employer contribution / active EE | $4,099 | $2,477+65.4% | $2,683+52.8% | $1,963+108.8% |
| Participant deferral / active EE | $4,401 | $2,830+55.5% | $3,096+42.1% | $3,054+44.1% |
| Admin fee / account holder | $44 | $269-83.7% | $3,141-98.6% | $504-91.3% |