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 | $91,621+38.0% | $67,511+87.3% | $77,671+62.8% |
| Participation rate | 98.6% | 76.0%+22.6pp | 72.9%+25.7pp | 70.6%+28.0pp |
| Annual return | 11.44% | 14.87%-3.4pp | 3517.41%-3506.0pp | 31.21%-19.8pp |
| Employer contribution / active EE | $4,598 | $3,184+44.4% | $2,733+68.3% | $2,726+68.6% |
| Participant deferral / active EE | $4,472 | $3,906+14.5% | $4,000+11.8% | $4,648-3.8% |
| Admin fee / account holder | $2 | $176-98.7% | $3,999-99.9% | $430-99.5% |