Filed November 5, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,694 |
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 | $112,224 | $46,516+141.3% | $147,618-24.0% | $69,651+61.1% |
| Participation rate | 63.2% | 65.8%-2.6pp | 84.6%-21.4pp | 66.6%-3.3pp |
| Annual return | 1.88% | 9.48%-7.6pp | 61.98%-60.1pp | 53.77%-51.9pp |
| Employer contribution / active EE | $2,637 | $1,393+89.3% | $5,564-52.6% | $2,241+17.7% |
| Participant deferral / active EE | $3,814 | $2,719+40.2% | $4,895-22.1% | $3,635+4.9% |
| Admin fee / account holder | $2 | $45-94.5% | $11,612-100.0% | $63-96.1% |