Filed November 4, 2014
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,313 |
Service code 50 · EIN 71-0294708 | Direct Payment | $165 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,473 | $91,695+37.9% | $67,575+87.2% | $77,736+62.7% |
| Participation rate | 98.6% | 76.0%+22.5pp | 72.9%+25.7pp | 70.6%+28.0pp |
| Annual return | 11.44% | 14.88%-3.4pp | 3528.98%-3517.5pp | 31.26%-19.8pp |
| Employer contribution / active EE | $4,598 | $3,189+44.2% | $2,736+68.1% | $2,728+68.6% |
| Participant deferral / active EE | $4,472 | $3,912+14.3% | $4,003+11.7% | $4,651-3.8% |
| Admin fee / account holder | $2 | $245-99.1% | $3,993-99.9% | $433-99.5% |